+800.7%
MSCI vs DAR
+269.9%
+530.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.1% |
| 7D | +2.7% | -3.8% | +6.5% | +3.6% |
| 30D | +16.2% | -14.4% | +30.7% | +20.4% |
| 3M | +17.1% | -17.9% | +35.0% | +22.0% |
| 6M | +13.0% | -18.3% | +31.3% | +17.5% |
| YTD | +15.8% | +43.2% | -27.5% | +3.6% |
| 1Y | +15.5% | +57.7% | -42.2% | +0.5% |
| 3Y | +32.3% | +22.7% | +9.6% | +17.3% |
| 5Y | +8.2% | -34.0% | +42.2% | +12.4% |
| 10Y | +800.7% | +279.5% | +521.2% | +377.2% |
| All | +800.7% | +269.9% | +530.8% | +377.2% |
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