+514.0%
NOW vs DAR
+311.7%
+202.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +1.3% |
| 7D | +0.3% | +11.6% | -11.3% | -2.3% |
| 30D | -27.0% | -10.2% | -16.7% | -25.2% |
| 3M | -19.6% | -14.8% | -4.8% | -17.1% |
| 6M | +17.5% | -10.1% | +27.5% | +19.1% |
| YTD | -33.3% | +55.5% | -88.8% | -41.5% |
| 1Y | -39.8% | +61.7% | -101.5% | -47.9% |
| 3Y | -19.9% | +37.2% | -57.1% | -31.3% |
| 5Y | -26.1% | -26.9% | +0.9% | -25.0% |
| All | +514.0% | +311.7% | +202.3% | +228.9% |
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 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