+694.6%
DELL vs DAR
+14.9%
+679.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.1% | +1.2% |
| 7D | +25.6% | -0.9% | +26.5% | +25.8% |
| 30D | +17.7% | +13.0% | +4.7% | +14.0% |
| 3M | +33.4% | +15.0% | +18.4% | +28.7% |
| 6M | +266.2% | +26.8% | +239.4% | +245.1% |
| YTD | +328.0% | +86.4% | +241.6% | +270.9% |
| 1Y | +339.6% | +115.1% | +224.5% | +267.1% |
| 3Y | +694.6% | +14.6% | +680.0% | +644.0% |
| All | +694.6% | +14.9% | +679.7% | +644.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling