+152.5%
PSX vs DAR
+21.9%
+130.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | +1.4% |
| 7D | -8.0% | -2.8% | -5.2% | -7.1% |
| 30D | -9.0% | -12.8% | +3.8% | -4.7% |
| 3M | +24.7% | -11.6% | +36.3% | +30.0% |
| 6M | +49.3% | -16.8% | +66.1% | +58.4% |
| YTD | +100.2% | +45.9% | +54.3% | +79.8% |
| 1Y | +88.8% | +61.5% | +27.4% | +64.4% |
| 3Y | +152.5% | +23.0% | +129.5% | +124.4% |
| All | +152.5% | +21.9% | +130.6% | +124.4% |
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