+75.4%
ET vs DAR
+11.9%
+63.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | -7.9% | -9.9% | +2.1% | -6.4% |
| 30D | -5.9% | -16.4% | +10.4% | -3.5% |
| 3M | -5.2% | -17.1% | +11.8% | -2.8% |
| 6M | +0.3% | -20.5% | +20.7% | +3.4% |
| YTD | +23.1% | +39.4% | -16.3% | +17.3% |
| 1Y | +22.7% | +57.2% | -34.5% | +15.0% |
| 3Y | +75.4% | +13.9% | +61.5% | +65.3% |
| All | +75.4% | +11.9% | +63.5% | +65.3% |
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 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