+38.9%
S vs DAR
+32.2%
+6.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.2% | -8.4% | -6.7% |
| 7D | +4.1% | +9.2% | -5.1% | +2.0% |
| 30D | -7.2% | -12.3% | +5.1% | -4.7% |
| 3M | 0.0% | -12.7% | +12.7% | +2.3% |
| 6M | +41.6% | -12.8% | +54.4% | +44.5% |
| YTD | +48.6% | +53.8% | -5.2% | +30.3% |
| 1Y | +30.0% | +60.3% | -30.2% | +12.6% |
| All | +38.9% | +32.2% | +6.7% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling