+250.1%
SPOT vs DAR
+291.1%
-41.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.4% | +0.1% |
| 7D | -6.9% | +0.9% | -7.8% | -7.1% |
| 30D | +4.1% | +6.4% | -2.3% | +2.7% |
| 3M | +3.7% | +13.2% | -9.5% | +0.6% |
| 6M | -1.6% | +26.2% | -27.8% | -7.1% |
| YTD | -10.2% | +84.4% | -94.5% | -22.2% |
| 1Y | -25.9% | +112.0% | -137.9% | -38.3% |
| 3Y | +235.6% | +13.4% | +222.2% | +214.9% |
| 5Y | +110.6% | -6.0% | +116.6% | +104.6% |
| All | +250.1% | +291.1% | -41.0% | +109.9% |
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 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