+275.4%
RMD vs DAR
+364.6%
-89.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -4.7% | -0.2% | -4.6% | -4.7% |
| 30D | +0.2% | +7.4% | -7.2% | -1.3% |
| 3M | +12.0% | +15.7% | -3.7% | +8.3% |
| 6M | -12.5% | +30.0% | -42.6% | -17.8% |
| YTD | -7.9% | +87.5% | -95.5% | -20.0% |
| 1Y | -20.4% | +113.4% | -133.8% | -33.1% |
| 3Y | +53.1% | +15.3% | +37.8% | +43.2% |
| 5Y | -22.1% | -4.3% | -17.8% | -26.0% |
| 10Y | +275.4% | +380.2% | -104.7% | +124.5% |
| All | +275.4% | +364.6% | -89.2% | +124.5% |
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 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