+292.5%
LOW vs DAR
+307.1%
-14.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.3% |
| 7D | +0.1% | +9.2% | -9.1% | -2.2% |
| 30D | +21.3% | -12.3% | +33.5% | +25.0% |
| 3M | +6.0% | -12.7% | +18.7% | +9.0% |
| 6M | +2.6% | -12.8% | +15.3% | +4.8% |
| YTD | -3.6% | +53.8% | -57.4% | -16.7% |
| 1Y | -1.0% | +60.3% | -61.2% | -15.6% |
| 3Y | +24.2% | +31.7% | -7.6% | +6.8% |
| 5Y | +6.3% | -27.7% | +34.1% | +6.1% |
| All | +292.5% | +307.1% | -14.5% | +72.2% |
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 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