+57.9%
EXEL vs DAR
+104.4%
-46.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | +8.4% | +1.4% | +7.0% | +8.4% |
| 30D | +4.1% | +12.8% | -8.7% | +3.8% |
| 3M | +12.4% | +7.4% | +5.1% | +12.6% |
| 6M | +41.5% | +22.3% | +19.3% | +38.9% |
| YTD | +34.6% | +81.1% | -46.4% | +25.6% |
| 1Y | +57.9% | +106.5% | -48.6% | +42.7% |
| All | +57.9% | +104.4% | -46.5% | +42.7% |
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