+64.9%
EFA vs DAR
+32.2%
+32.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.9% |
| 7D | +1.3% | +9.2% | -7.9% | +0.3% |
| 30D | +0.5% | -12.3% | +12.8% | +1.9% |
| 3M | -4.1% | -12.7% | +8.6% | -2.9% |
| 6M | +2.4% | -12.8% | +15.2% | +3.6% |
| YTD | +10.0% | +53.8% | -43.8% | +2.9% |
| 1Y | +11.4% | +60.3% | -48.9% | +3.6% |
| All | +64.9% | +32.2% | +32.8% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling