-5.5%
M vs DAR
+268.8%
-274.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.2% |
| 7D | -4.3% | -9.9% | +5.7% | +0.1% |
| 30D | +1.3% | -16.4% | +17.7% | +8.9% |
| 3M | -7.4% | -17.1% | +9.7% | -1.2% |
| 6M | +18.3% | -20.5% | +38.8% | +27.4% |
| YTD | +7.6% | +39.4% | -31.8% | -12.2% |
| 1Y | +17.4% | +57.2% | -39.8% | -9.7% |
| 3Y | +108.4% | +13.9% | +94.5% | +73.5% |
| 5Y | -10.6% | -40.8% | +30.2% | +1.5% |
| All | -5.5% | +268.8% | -274.3% | -59.5% |
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