+3,037.0%
NI vs DAR
+1,448.0%
+1,589.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | +0.3% |
| 7D | +0.6% | +3.6% | -3.0% | +0.4% |
| 30D | +11.2% | -11.3% | +22.5% | +11.8% |
| 3M | +9.2% | -13.1% | +22.3% | +9.8% |
| 6M | -1.8% | -15.1% | +13.3% | -1.2% |
| YTD | +12.0% | +50.5% | -38.5% | +9.6% |
| 1Y | +6.4% | +57.9% | -51.5% | +3.9% |
| 3Y | +99.4% | +28.9% | +70.4% | +95.0% |
| 5Y | +113.1% | -31.4% | +144.6% | +113.4% |
| 10Y | +192.3% | +301.0% | -108.8% | +169.8% |
| All | +3,037.0% | +1,448.0% | +1,589.0% | +2,755.8% |
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 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