+4.2%
DRI vs DAR
+108.5%
-104.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.8% | -1.8% |
| 7D | -1.2% | -0.9% | -0.4% | -1.2% |
| 30D | -0.4% | +13.0% | -13.4% | -0.4% |
| 3M | +9.5% | +15.0% | -5.5% | +9.4% |
| 6M | +6.5% | +26.8% | -20.4% | +5.0% |
| YTD | +18.4% | +86.4% | -68.0% | +11.1% |
| 1Y | +4.2% | +115.1% | -110.9% | -3.8% |
| All | +4.2% | +108.5% | -104.3% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling