+534.7%
QQQ vs DAR
+311.7%
+223.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | +3.6% | +11.6% | -7.9% | +1.0% |
| 30D | -6.7% | -10.2% | +3.5% | -4.5% |
| 3M | -7.0% | -14.8% | +7.8% | -3.9% |
| 6M | -4.7% | -10.1% | +5.4% | -3.1% |
| YTD | +11.1% | +55.5% | -44.5% | -1.5% |
| 1Y | +12.3% | +61.7% | -49.4% | -1.6% |
| 3Y | +83.3% | +37.2% | +46.2% | +60.0% |
| 5Y | +77.5% | -26.9% | +104.4% | +79.1% |
| All | +534.7% | +311.7% | +223.0% | +272.3% |
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