+25.1%
MKC vs DAR
+311.7%
-286.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +1.1% |
| 7D | -3.0% | +11.6% | -14.5% | -4.2% |
| 30D | +4.8% | -10.2% | +15.1% | +6.0% |
| 3M | -12.8% | -14.8% | +2.0% | -11.4% |
| 6M | +5.0% | -10.1% | +15.1% | +5.8% |
| YTD | -29.1% | +55.5% | -84.6% | -33.6% |
| 1Y | -26.4% | +61.7% | -88.1% | -31.5% |
| 3Y | -21.6% | +37.2% | -58.8% | -27.1% |
| 5Y | -35.2% | -26.9% | -8.3% | -35.5% |
| All | +25.1% | +311.7% | -286.6% | -10.8% |
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