+1,449.6%
NET vs DAR
+222.4%
+1,227.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | -7.0% | +1.4% | -8.3% | -7.5% |
| 30D | -4.8% | +12.8% | -17.6% | -9.1% |
| 3M | +3.8% | +7.4% | -3.5% | +0.7% |
| 6M | +50.0% | +22.3% | +27.8% | +38.6% |
| YTD | +41.5% | +81.1% | -39.6% | +13.8% |
| 1Y | +32.8% | +106.5% | -73.7% | +0.6% |
| 3Y | +335.9% | +5.3% | +330.6% | +306.0% |
| 5Y | +113.8% | -11.5% | +125.4% | +113.3% |
| All | +1,449.6% | +222.4% | +1,227.2% | +1,100.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling