+77.5%
O vs DAR
+307.1%
-229.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.0% |
| 7D | -0.4% | +9.2% | -9.6% | -2.3% |
| 30D | +8.3% | -12.3% | +20.5% | +11.1% |
| 3M | -4.0% | -12.7% | +8.7% | -1.6% |
| 6M | -2.6% | -12.8% | +10.1% | -0.6% |
| YTD | +9.9% | +53.8% | -43.9% | -1.6% |
| 1Y | +9.8% | +60.3% | -50.4% | -2.8% |
| 3Y | +39.7% | +31.7% | +8.0% | +24.1% |
| 5Y | +9.2% | -27.7% | +36.9% | +9.8% |
| All | +77.5% | +307.1% | -229.6% | -7.1% |
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