+936.4%
DIS vs DAR
+1,762.6%
-826.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.7% |
| 7D | -2.6% | +1.4% | -3.9% | -2.7% |
| 30D | +3.5% | +12.8% | -9.3% | +2.6% |
| 3M | +6.8% | +7.4% | -0.5% | +6.1% |
| 6M | +3.0% | +22.3% | -19.3% | +1.3% |
| YTD | -6.7% | +81.1% | -87.8% | -10.8% |
| 1Y | -10.1% | +106.5% | -116.6% | -15.0% |
| 3Y | +33.0% | +5.3% | +27.7% | +30.6% |
| 5Y | -40.0% | -11.5% | -28.4% | -40.6% |
| 10Y | +21.1% | +353.3% | -332.3% | +8.6% |
| All | +936.4% | +1,762.6% | -826.2% | +871.2% |
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