-84.0%
OPEN vs DAR
-11.0%
-73.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.2% |
| 7D | -4.3% | +1.4% | -5.6% | -5.4% |
| 30D | -16.2% | +12.8% | -29.0% | -23.8% |
| 3M | -36.4% | +7.4% | -43.7% | -40.4% |
| 6M | -35.5% | +22.3% | -57.7% | -45.3% |
| YTD | -46.0% | +81.1% | -127.1% | -65.4% |
| 1Y | -47.1% | +106.5% | -153.6% | -69.3% |
| 3Y | -19.0% | +5.3% | -24.3% | -26.2% |
| All | -84.0% | -11.0% | -73.0% | -82.9% |
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