+52.4%
EXEL vs DAR
+116.5%
-64.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.1% |
| 7D | -0.3% | -0.2% | -0.2% | -0.3% |
| 30D | +10.1% | +7.4% | +2.7% | +10.1% |
| 3M | +10.1% | +15.7% | -5.6% | +9.8% |
| 6M | +37.7% | +30.0% | +7.6% | +34.8% |
| YTD | +33.1% | +87.5% | -54.4% | +24.5% |
| 1Y | +52.4% | +113.4% | -61.0% | +38.2% |
| All | +52.4% | +116.5% | -64.1% | +38.2% |
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