+59.9%
GD vs DAR
+20.8%
+39.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.6% |
| 7D | -1.9% | -3.8% | +1.9% | -1.6% |
| 30D | +10.9% | -14.4% | +25.3% | +12.4% |
| 3M | -6.8% | -17.9% | +11.2% | -5.3% |
| 6M | +7.0% | -18.3% | +25.3% | +8.6% |
| YTD | +11.1% | +43.2% | -32.1% | +6.6% |
| 1Y | +7.0% | +57.7% | -50.7% | +1.6% |
| 3Y | +59.9% | +22.7% | +37.2% | +53.2% |
| All | +59.9% | +20.8% | +39.1% | +53.2% |
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 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