+3,047.2%
DELL vs DAR
+296.2%
+2,750.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.5% |
| 7D | +4.9% | +11.6% | -6.7% | +1.3% |
| 30D | -32.1% | -10.2% | -21.8% | -29.5% |
| 3M | -30.2% | -14.8% | -15.4% | -26.7% |
| 6M | +41.7% | -10.1% | +51.8% | +45.9% |
| YTD | +176.6% | +55.5% | +121.1% | +138.5% |
| 1Y | +159.9% | +61.7% | +98.3% | +121.1% |
| 3Y | +388.0% | +37.2% | +350.8% | +313.8% |
| 5Y | +578.2% | -26.9% | +605.1% | +589.5% |
| 10Y | +2,653.4% | +314.4% | +2,339.0% | +1,256.5% |
| All | +3,047.2% | +296.2% | +2,750.9% | +1,491.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling