+147.8%
SW vs DAR
+352.7%
-204.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.4% |
| 7D | -5.1% | +1.4% | -6.4% | -5.3% |
| 30D | -4.6% | +12.8% | -17.4% | -6.6% |
| 3M | +9.4% | +7.4% | +2.0% | +7.6% |
| 6M | +3.5% | +22.3% | -18.8% | -0.7% |
| YTD | +22.0% | +81.1% | -59.1% | +9.6% |
| 1Y | +2.2% | +106.5% | -104.3% | -10.4% |
| 3Y | +19.6% | +5.3% | +14.3% | +12.8% |
| 5Y | -2.3% | -11.5% | +9.2% | -7.0% |
| All | +147.8% | +352.7% | -204.9% | +95.4% |
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