+159.9%
DELL vs DAR
+61.9%
+98.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.6% |
| 7D | +4.9% | +11.6% | -6.7% | +0.4% |
| 30D | -32.1% | -10.2% | -21.8% | -30.2% |
| 3M | -30.2% | -14.8% | -15.4% | -27.4% |
| 6M | +41.7% | -10.1% | +51.8% | +45.1% |
| YTD | +176.6% | +55.5% | +121.1% | +130.1% |
| 1Y | +159.9% | +61.7% | +98.3% | +111.6% |
| All | +159.9% | +61.9% | +98.1% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling