-4.4%
DOC vs DAR
+352.7%
-357.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.6% |
| 7D | -1.5% | +1.4% | -2.8% | -1.9% |
| 30D | -4.8% | +12.8% | -17.5% | -8.0% |
| 3M | +6.9% | +7.4% | -0.5% | +4.3% |
| 6M | +20.7% | +22.3% | -1.5% | +13.0% |
| YTD | +34.1% | +81.1% | -46.9% | +12.4% |
| 1Y | +22.6% | +106.5% | -83.8% | -1.6% |
| 3Y | +20.8% | +5.3% | +15.5% | +13.5% |
| 5Y | -24.9% | -11.5% | -13.3% | -29.1% |
| All | -4.4% | +352.7% | -357.1% | -53.3% |
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