+112.5%
NET vs DAR
-11.0%
+123.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.6% |
| 7D | -7.0% | +1.4% | -8.3% | -7.7% |
| 30D | -4.8% | +12.8% | -17.6% | -10.3% |
| 3M | +3.8% | +7.4% | -3.5% | -0.2% |
| 6M | +50.0% | +22.3% | +27.8% | +35.1% |
| YTD | +41.5% | +81.1% | -39.6% | +6.3% |
| 1Y | +32.8% | +106.5% | -73.7% | -7.9% |
| 3Y | +335.9% | +5.3% | +330.6% | +318.4% |
| All | +112.5% | -11.0% | +123.4% | +116.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling