+439.5%
SN vs DAR
-28.1%
+467.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.9% |
| 7D | +7.2% | -9.9% | +17.1% | +9.9% |
| 30D | +20.4% | -16.4% | +36.8% | +25.4% |
| 3M | +23.9% | -17.1% | +41.0% | +28.5% |
| 6M | +93.0% | -20.5% | +113.5% | +101.7% |
| YTD | +99.2% | +39.4% | +59.8% | +73.4% |
| 1Y | +142.6% | +57.2% | +85.4% | +102.6% |
| 3Y | +398.8% | +13.9% | +384.9% | +338.3% |
| All | +439.5% | -28.1% | +467.6% | +358.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling