+70.3%
SE vs DAR
+11.9%
+58.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +2.0% | -9.9% | +11.9% | +3.5% |
| 30D | -20.0% | -16.4% | -3.6% | -18.0% |
| 3M | -31.8% | -17.1% | -14.7% | -30.2% |
| 6M | -15.9% | -20.5% | +4.6% | -13.6% |
| YTD | -40.6% | +39.4% | -80.1% | -46.3% |
| 1Y | -50.7% | +57.2% | -107.9% | -56.7% |
| 3Y | +70.3% | +13.9% | +56.4% | +55.9% |
| All | +70.3% | +11.9% | +58.4% | +55.9% |
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 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