+140.2%
NI vs DAR
+366.1%
-225.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.3% |
| 7D | 0.0% | -0.1% | +0.2% | +0.1% |
| 30D | -1.4% | +2.6% | -4.0% | -1.9% |
| 3M | -10.6% | +14.2% | -24.8% | -12.8% |
| 6M | -9.3% | +17.2% | -26.5% | -12.2% |
| YTD | +1.1% | +80.9% | -79.7% | -9.4% |
| 1Y | +3.4% | +104.0% | -100.6% | -9.8% |
| 3Y | +67.9% | +3.6% | +64.2% | +62.4% |
| 5Y | +98.0% | -7.8% | +105.7% | +89.9% |
| All | +140.2% | +366.1% | -225.9% | +49.8% |
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