+1,081.8%
DIA vs DAR
+457.7%
+624.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.9% | -9.9% | +9.0% | -0.3% |
| 30D | +0.3% | -16.4% | +16.6% | +1.4% |
| 3M | -4.5% | -17.1% | +12.5% | -3.5% |
| 6M | +3.4% | -20.5% | +23.8% | +4.6% |
| YTD | +7.8% | +39.4% | -31.6% | +5.1% |
| 1Y | +10.7% | +57.2% | -46.5% | +7.2% |
| 3Y | +57.5% | +13.9% | +43.7% | +54.1% |
| 5Y | +53.7% | -40.8% | +94.5% | +55.5% |
| 10Y | +247.2% | +276.2% | -29.1% | +214.8% |
| All | +1,081.8% | +457.7% | +624.1% | +1,062.2% |
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