+24.5%
Q vs DAR
+60.7%
-36.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.7% | -3.8% |
| 7D | +1.2% | +11.6% | -10.4% | -1.6% |
| 30D | -2.7% | -10.2% | +7.6% | -0.8% |
| 3M | -16.9% | -14.8% | -2.1% | -14.3% |
| 6M | -26.9% | -10.1% | -16.8% | -25.5% |
| YTD | +45.2% | +55.5% | -10.3% | +20.8% |
| 1Y | +38.1% | +61.7% | -23.5% | +12.1% |
| All | +24.5% | +60.7% | -36.2% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling