+235.7%
DIA vs DAR
+311.7%
-76.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | +2.1% | +11.6% | -9.4% | -0.4% |
| 30D | +1.5% | -10.2% | +11.7% | +3.8% |
| 3M | -2.4% | -14.8% | +12.4% | +0.6% |
| 6M | +6.0% | -10.1% | +16.0% | +7.5% |
| YTD | +10.1% | +55.5% | -45.5% | -2.4% |
| 1Y | +11.8% | +61.7% | -49.9% | -1.9% |
| 3Y | +59.7% | +37.2% | +22.5% | +39.5% |
| 5Y | +57.9% | -26.9% | +84.8% | +58.2% |
| All | +235.7% | +311.7% | -76.0% | +85.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling