+3.2%
EXC vs DAR
+60.0%
-56.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | +0.1% |
| 7D | -1.7% | -2.8% | +1.0% | -1.8% |
| 30D | +9.3% | -12.8% | +22.1% | +9.2% |
| 3M | +1.0% | -11.6% | +12.6% | +1.0% |
| 6M | +5.9% | -16.8% | +22.7% | +6.7% |
| YTD | +7.6% | +45.9% | -38.3% | +4.0% |
| All | +3.2% | +60.0% | -56.8% | -1.2% |
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