-25.8%
NOW vs DAR
-36.3%
+10.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.2% | -2.7% |
| 7D | -8.7% | -3.8% | -4.9% | -8.1% |
| 30D | -29.3% | -14.4% | -14.9% | -27.3% |
| 3M | -21.8% | -17.9% | -3.9% | -19.3% |
| 6M | +9.2% | -18.3% | +27.5% | +12.5% |
| YTD | -35.0% | +43.2% | -78.2% | -41.4% |
| 1Y | -42.5% | +57.7% | -100.2% | -49.5% |
| 3Y | -21.5% | +22.7% | -44.3% | -30.4% |
| 5Y | -25.8% | -34.0% | +8.3% | -17.4% |
| All | -25.8% | -36.3% | +10.6% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling