+488.5%
NDAQ vs DAR
+311.7%
+176.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | +1.3% | +11.6% | -10.3% | -0.9% |
| 30D | +18.0% | -10.2% | +28.2% | +20.1% |
| 3M | +11.5% | -14.8% | +26.4% | +14.4% |
| 6M | +21.1% | -10.1% | +31.2% | +22.5% |
| YTD | +12.8% | +55.5% | -42.7% | +1.5% |
| 1Y | +25.7% | +61.7% | -36.0% | +12.0% |
| 3Y | +116.8% | +37.2% | +79.6% | +92.6% |
| 5Y | +67.3% | -26.9% | +94.2% | +67.0% |
| All | +488.5% | +311.7% | +176.8% | +243.4% |
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