+28.1%
SW vs DAR
+63.3%
-35.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.5% | +3.9% |
| 7D | +12.1% | -5.7% | +17.7% | +11.8% |
| 30D | +6.6% | -16.6% | +23.1% | +5.8% |
| 3M | -6.0% | -13.1% | +7.0% | -6.9% |
| 6M | +21.5% | -18.8% | +40.2% | +22.7% |
| YTD | +20.3% | +45.3% | -24.9% | -4.4% |
| 1Y | +28.1% | +60.6% | -32.5% | -2.6% |
| All | +28.1% | +63.3% | -35.1% | -2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling