-7.4%
T vs DAR
+57.1%
-64.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.7% |
| 7D | +2.6% | -3.8% | +6.4% | +2.7% |
| 30D | -1.1% | -14.4% | +13.3% | -0.3% |
| 3M | -7.7% | -17.9% | +10.2% | -6.9% |
| 6M | -10.6% | -18.3% | +7.7% | -9.4% |
| YTD | -7.5% | +43.2% | -50.7% | -11.1% |
| 1Y | -7.4% | +57.7% | -65.1% | -12.5% |
| All | -7.4% | +57.1% | -64.5% | -12.5% |
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