+2,625.8%
DTE vs DAR
+1,499.7%
+1,126.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | +0.3% |
| 7D | +3.4% | +11.6% | -8.1% | +2.9% |
| 30D | +8.9% | -10.2% | +19.1% | +9.4% |
| 3M | +1.1% | -14.8% | +15.9% | +1.7% |
| 6M | +0.1% | -10.1% | +10.2% | +0.4% |
| YTD | +11.1% | +55.5% | -44.5% | +8.7% |
| 1Y | +4.9% | +61.7% | -56.7% | +2.6% |
| 3Y | +58.6% | +37.2% | +21.4% | +55.0% |
| 5Y | +47.3% | -26.9% | +74.2% | +47.0% |
| 10Y | +151.3% | +314.4% | -163.1% | +133.5% |
| All | +2,625.8% | +1,499.7% | +1,126.1% | +2,394.0% |
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