+230.5%
LOW vs DAR
+383.2%
-152.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.3% |
| 7D | -0.6% | -0.2% | -0.5% | -0.6% |
| 30D | -9.3% | +7.4% | -16.7% | -11.2% |
| 3M | -8.1% | +15.7% | -23.7% | -12.4% |
| 6M | -19.8% | +30.0% | -49.8% | -26.4% |
| YTD | -16.4% | +87.5% | -103.9% | -31.0% |
| 1Y | -24.7% | +113.4% | -138.0% | -40.6% |
| 3Y | -8.8% | +15.3% | -24.1% | -16.9% |
| 5Y | +7.8% | -4.3% | +12.1% | -1.0% |
| All | +230.5% | +383.2% | -152.8% | +42.1% |
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