+301.7%
SPOT vs DAR
+226.2%
+75.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.2% |
| 7D | -2.6% | +9.2% | -11.8% | -4.3% |
| 30D | +13.5% | -12.3% | +25.7% | +16.2% |
| 3M | +22.2% | -12.7% | +35.0% | +25.0% |
| 6M | +38.3% | -12.8% | +51.1% | +41.0% |
| YTD | +3.1% | +53.8% | -50.7% | -7.7% |
| 1Y | -7.6% | +60.3% | -67.9% | -18.2% |
| 3Y | +250.0% | +31.7% | +218.3% | +208.7% |
| 5Y | +113.3% | -27.7% | +141.1% | +118.7% |
| All | +301.7% | +226.2% | +75.4% | +148.9% |
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