+42,467.1%
RMD vs DAR
+775.5%
+41,691.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | 0.0% |
| 7D | +1.2% | -2.8% | +4.0% | +1.3% |
| 30D | +2.5% | -12.8% | +15.3% | +3.0% |
| 3M | +11.5% | -11.6% | +23.1% | +12.0% |
| 6M | +14.7% | -16.8% | +31.5% | +15.4% |
| YTD | -1.3% | +45.9% | -47.2% | -3.2% |
| 1Y | -5.3% | +61.5% | -66.8% | -7.5% |
| 3Y | +68.8% | +23.0% | +45.8% | +65.7% |
| 5Y | -5.9% | -35.8% | +30.0% | -5.5% |
| 10Y | +348.7% | +280.4% | +68.3% | +321.4% |
| All | +42,467.1% | +775.5% | +41,691.6% | +37,718.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling