+107.3%
PR vs DAR
+352.7%
-245.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | +2.9% | +1.4% | +1.6% | +2.2% |
| 30D | +18.0% | +12.8% | +5.3% | +10.2% |
| 3M | +16.9% | +7.4% | +9.5% | +11.8% |
| 6M | +28.2% | +22.3% | +5.9% | +14.0% |
| YTD | +69.3% | +81.1% | -11.8% | +21.8% |
| 1Y | +69.5% | +106.5% | -37.0% | +11.8% |
| 3Y | +81.7% | +5.3% | +76.4% | +62.4% |
| 5Y | +422.2% | -11.5% | +433.8% | +409.7% |
| All | +107.3% | +352.7% | -245.4% | -0.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling