+1,107.4%
DIA vs DAR
+483.7%
+623.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.7% | -2.5% | +1.9% |
| 7D | +0.8% | -2.8% | +3.5% | +0.9% |
| 30D | +1.4% | -12.8% | +14.2% | +2.3% |
| 3M | -2.7% | -11.6% | +8.9% | -2.1% |
| 6M | +6.2% | -16.8% | +23.0% | +7.2% |
| YTD | +10.1% | +45.9% | -35.8% | +7.1% |
| 1Y | +13.0% | +61.5% | -48.5% | +9.2% |
| 3Y | +61.9% | +23.0% | +38.9% | +57.6% |
| 5Y | +57.1% | -35.8% | +92.9% | +58.1% |
| 10Y | +240.9% | +280.4% | -39.5% | +208.7% |
| All | +1,107.4% | +483.7% | +623.7% | +1,084.0% |
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