+0.1%
DOW vs DAR
+166.0%
-165.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.8% |
| 7D | +5.2% | +11.6% | -6.3% | 0.0% |
| 30D | +13.2% | -10.2% | +23.4% | +18.4% |
| 3M | +10.1% | -14.8% | +24.9% | +17.6% |
| 6M | -13.1% | -10.1% | -3.0% | -9.7% |
| YTD | +46.1% | +55.5% | -9.4% | +18.9% |
| 1Y | +50.0% | +61.7% | -11.7% | +19.7% |
| 3Y | -20.2% | +37.2% | -57.4% | -35.3% |
| 5Y | -27.7% | -26.9% | -0.8% | -26.0% |
| All | +0.1% | +166.0% | -165.9% | -59.5% |
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