-17.1%
NOW vs DAR
+21.9%
-39.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | +0.6% |
| 7D | -3.1% | -2.8% | -0.3% | -3.0% |
| 30D | -27.0% | -12.8% | -14.2% | -26.7% |
| 3M | -17.7% | -11.6% | -6.1% | -17.5% |
| 6M | +12.7% | -16.8% | +29.5% | +13.2% |
| YTD | -32.9% | +45.9% | -78.8% | -35.9% |
| 1Y | -40.4% | +61.5% | -101.9% | -43.7% |
| 3Y | -17.1% | +23.0% | -40.1% | -22.4% |
| All | -17.1% | +21.9% | -39.0% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling