+2,331.0%
LITE vs DAR
+352.7%
+1,978.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.3% |
| 7D | -1.5% | +1.4% | -2.9% | -2.1% |
| 30D | +6.7% | +12.8% | -6.1% | +1.2% |
| 3M | -6.8% | +7.4% | -14.1% | -9.7% |
| 6M | +29.4% | +22.3% | +7.2% | +19.1% |
| YTD | +139.1% | +81.1% | +58.0% | +90.1% |
| 1Y | +521.0% | +106.5% | +414.5% | +367.6% |
| 3Y | +1,535.3% | +5.3% | +1,530.0% | +1,414.8% |
| 5Y | +889.8% | -11.5% | +901.4% | +831.1% |
| All | +2,331.0% | +352.7% | +1,978.3% | +864.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling