+26.7%
Q vs DAR
+87.1%
-60.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +1.9% |
| 7D | +0.2% | +1.4% | -1.1% | -0.2% |
| 30D | -11.1% | +12.8% | -23.9% | -14.0% |
| 3M | -22.1% | +7.4% | -29.5% | -23.4% |
| 6M | +0.5% | +22.3% | -21.8% | -6.8% |
| YTD | +47.8% | +81.1% | -33.3% | +19.6% |
| All | +26.7% | +87.1% | -60.4% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling