+191.9%
NI vs DAR
+307.1%
-115.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.2% |
| 7D | +3.1% | +9.2% | -6.1% | +1.6% |
| 30D | +11.2% | -12.3% | +23.4% | +13.5% |
| 3M | +9.8% | -12.7% | +22.6% | +12.0% |
| 6M | -1.6% | -12.8% | +11.1% | +0.1% |
| YTD | +12.6% | +53.8% | -41.1% | +3.5% |
| 1Y | +7.8% | +60.3% | -52.5% | -1.8% |
| 3Y | +100.5% | +31.7% | +68.8% | +83.5% |
| 5Y | +114.4% | -27.7% | +142.2% | +115.7% |
| All | +191.9% | +307.1% | -115.2% | +87.3% |
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