+182.7%
SW vs DAR
+268.8%
-86.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +2.3% | -9.9% | +12.3% | +3.9% |
| 30D | +6.8% | -16.4% | +23.2% | +9.5% |
| 3M | -5.2% | -17.1% | +11.9% | -3.0% |
| 6M | +7.4% | -20.5% | +27.9% | +10.4% |
| YTD | +17.4% | +39.4% | -22.0% | +9.4% |
| 1Y | +27.1% | +57.2% | -30.1% | +16.0% |
| 3Y | +47.9% | +13.9% | +34.0% | +38.5% |
| 5Y | -2.6% | -40.8% | +38.2% | -2.4% |
| All | +182.7% | +268.8% | -86.1% | +135.0% |
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