+79.3%
PR vs DAR
+6.3%
+73.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | +2.9% | +1.4% | +1.6% | +2.4% |
| 30D | +18.0% | +12.8% | +5.3% | +13.1% |
| 3M | +16.9% | +7.4% | +9.5% | +13.8% |
| 6M | +28.2% | +22.3% | +5.9% | +19.6% |
| YTD | +69.3% | +81.1% | -11.8% | +39.3% |
| 1Y | +69.5% | +106.5% | -37.0% | +32.7% |
| All | +79.3% | +6.3% | +73.0% | +45.5% |
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 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