+41,132.7%
RMD vs DAR
+986.5%
+40,146.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -5.0% | +1.4% | -6.3% | -5.0% |
| 30D | +2.2% | +12.8% | -10.6% | +1.7% |
| 3M | +17.8% | +7.4% | +10.5% | +17.4% |
| 6M | -11.3% | +22.3% | -33.6% | -12.3% |
| YTD | -4.4% | +81.1% | -85.5% | -7.1% |
| 1Y | -15.7% | +106.5% | -122.2% | -18.6% |
| 3Y | +47.7% | +5.3% | +42.4% | +46.0% |
| 5Y | -19.2% | -11.5% | -7.7% | -19.9% |
| 10Y | +280.4% | +353.3% | -72.9% | +254.5% |
| All | +41,132.7% | +986.5% | +40,146.2% | +36,221.9% |
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