+379.5%
SE vs DAR
+205.1%
+174.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.7% | +1.4% |
| 7D | +3.3% | -2.8% | +6.0% | +4.2% |
| 30D | -18.2% | -12.8% | -5.3% | -14.4% |
| 3M | -31.3% | -11.6% | -19.7% | -29.1% |
| 6M | -10.1% | -16.8% | +6.7% | -6.0% |
| YTD | -38.9% | +45.9% | -84.8% | -48.6% |
| 1Y | -48.0% | +61.5% | -109.5% | -58.0% |
| 3Y | +78.8% | +23.0% | +55.8% | +49.8% |
| 5Y | -77.1% | -35.8% | -41.3% | -75.3% |
| All | +379.5% | +205.1% | +174.4% | +146.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling