+36.3%
S vs DAR
+57.1%
-20.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.3% |
| 7D | +1.4% | -3.8% | +5.2% | +1.4% |
| 30D | -10.8% | -14.4% | +3.6% | -10.9% |
| 3M | +5.4% | -17.9% | +23.3% | +5.2% |
| 6M | +41.2% | -18.3% | +59.5% | +40.5% |
| YTD | +56.2% | +43.2% | +13.0% | +46.1% |
| 1Y | +36.3% | +57.7% | -21.4% | +23.2% |
| All | +36.3% | +57.1% | -20.8% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling