+176.6%
P vs DAR
+11.9%
+164.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.8% |
| 7D | -23.8% | -9.9% | -13.9% | -21.6% |
| 30D | -36.6% | -16.4% | -20.2% | -33.6% |
| 3M | +10.9% | -17.1% | +27.9% | +16.2% |
| 6M | +30.0% | -20.5% | +50.5% | +37.3% |
| YTD | +44.4% | +39.4% | +5.0% | +35.1% |
| 1Y | +3.9% | +57.2% | -53.3% | -5.0% |
| 3Y | +176.6% | +13.9% | +162.7% | +152.0% |
| All | +176.6% | +11.9% | +164.7% | +152.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling