+11.1%
S vs DAR
+6.3%
+4.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -7.7% | +1.4% | -9.1% | -8.1% |
| 30D | -5.3% | +12.8% | -18.1% | -8.4% |
| 3M | +20.3% | +7.4% | +12.9% | +17.5% |
| 6M | +47.4% | +22.3% | +25.1% | +38.5% |
| YTD | +32.5% | +81.1% | -48.6% | +11.3% |
| 1Y | +9.5% | +106.5% | -97.0% | -12.3% |
| All | +11.1% | +6.3% | +4.8% | +14.7% |
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