-6.4%
T vs DAR
+63.3%
-69.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.5% | +2.2% |
| 7D | +5.5% | -5.7% | +11.2% | +5.7% |
| 30D | -8.9% | -16.6% | +7.7% | -8.0% |
| 3M | -5.6% | -13.1% | +7.5% | -5.1% |
| 6M | -14.3% | -18.8% | +4.5% | -13.0% |
| YTD | -7.9% | +45.3% | -53.2% | -11.2% |
| 1Y | -6.4% | +60.6% | -67.0% | -10.7% |
| All | -6.4% | +63.3% | -69.7% | -10.7% |
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