+5,283.0%
O vs DAR
+1,136.0%
+4,147.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | +0.4% |
| 7D | +3.3% | -2.8% | +6.1% | +3.5% |
| 30D | +10.3% | -12.8% | +23.2% | +11.4% |
| 3M | -3.5% | -11.6% | +8.1% | -2.8% |
| 6M | -1.3% | -16.8% | +15.5% | -0.2% |
| YTD | +10.3% | +45.9% | -35.6% | +7.0% |
| 1Y | +10.4% | +61.5% | -51.1% | +6.2% |
| 3Y | +40.0% | +23.0% | +17.0% | +35.8% |
| 5Y | +12.4% | -35.8% | +48.2% | +13.1% |
| 10Y | +78.2% | +280.4% | -202.2% | +58.2% |
| All | +5,283.0% | +1,136.0% | +4,147.0% | +4,503.0% |
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