+455.3%
PL vs DAR
+11.9%
+443.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.0% | +11.4% | +10.8% |
| 7D | -6.8% | -9.9% | +3.1% | -2.9% |
| 30D | -29.3% | -16.4% | -12.9% | -24.5% |
| 3M | -44.8% | -17.1% | -27.7% | -41.2% |
| 6M | -68.4% | -20.5% | -47.9% | -65.8% |
| YTD | -36.4% | +39.4% | -75.8% | -45.5% |
| 1Y | +0.7% | +57.2% | -56.5% | -17.8% |
| 3Y | +455.3% | +13.9% | +441.4% | +414.8% |
| All | +455.3% | +11.9% | +443.5% | +414.8% |
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