+5,241.4%
O vs DAR
+1,080.9%
+4,160.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | +3.7% | -9.9% | +13.6% | +4.5% |
| 30D | +11.2% | -16.4% | +27.6% | +12.5% |
| 3M | -4.0% | -17.1% | +13.1% | -2.8% |
| 6M | -5.2% | -20.5% | +15.2% | -3.9% |
| YTD | +9.5% | +39.4% | -29.9% | +6.5% |
| 1Y | +10.6% | +57.2% | -46.6% | +6.6% |
| 3Y | +38.1% | +13.9% | +24.2% | +34.7% |
| 5Y | +10.2% | -40.8% | +51.0% | +11.6% |
| 10Y | +71.4% | +276.2% | -204.8% | +52.4% |
| All | +5,241.4% | +1,080.9% | +4,160.4% | +4,482.5% |
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