+1,106.2%
DELL vs DAR
-8.0%
+1,114.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +8.7% | -0.2% | +8.9% | +8.7% |
| 30D | +16.9% | +7.4% | +9.4% | +14.4% |
| 3M | +40.4% | +15.7% | +24.8% | +34.5% |
| 6M | +267.1% | +30.0% | +237.0% | +240.6% |
| YTD | +329.1% | +87.5% | +241.6% | +261.8% |
| 1Y | +346.9% | +113.4% | +233.6% | +261.8% |
| 3Y | +696.6% | +15.3% | +681.3% | +634.3% |
| 5Y | +1,106.2% | -4.3% | +1,110.5% | +1,053.1% |
| All | +1,106.2% | -8.0% | +1,114.2% | +1,053.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling