+21.8%
DG vs DAR
+33.7%
-11.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.4% |
| 7D | +0.3% | +11.6% | -11.3% | -0.2% |
| 30D | +3.2% | -10.2% | +13.5% | +3.7% |
| 3M | +10.4% | -14.8% | +25.3% | +11.2% |
| 6M | +33.2% | -10.1% | +43.2% | +33.6% |
| YTD | +3.0% | +55.5% | -52.6% | -2.2% |
| 1Y | +31.2% | +61.7% | -30.5% | +24.1% |
| 3Y | +21.8% | +37.2% | -15.3% | +16.5% |
| All | +21.8% | +33.7% | -11.9% | +16.5% |
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