+119.9%
NDAQ vs DAR
+11.9%
+108.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +0.8% | -9.9% | +10.8% | +1.7% |
| 30D | +16.5% | -16.4% | +32.9% | +18.1% |
| 3M | +13.5% | -17.1% | +30.6% | +14.9% |
| 6M | +20.9% | -20.5% | +41.4% | +22.7% |
| YTD | +11.4% | +39.4% | -28.0% | +5.6% |
| 1Y | +25.9% | +57.2% | -31.3% | +17.3% |
| 3Y | +119.9% | +13.9% | +106.0% | +110.0% |
| All | +119.9% | +11.9% | +108.0% | +110.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling