+502.9%
TEAM vs DAR
+364.6%
+138.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.6% |
| 7D | -4.7% | -0.2% | -4.5% | -4.7% |
| 30D | +17.0% | +7.4% | +9.6% | +14.7% |
| 3M | +85.9% | +15.7% | +70.2% | +77.6% |
| 6M | +116.7% | +30.0% | +86.6% | +99.9% |
| YTD | +9.6% | +87.5% | -77.9% | -9.0% |
| 1Y | -2.5% | +113.4% | -115.9% | -22.7% |
| 3Y | -14.0% | +15.3% | -29.3% | -21.6% |
| 5Y | -53.1% | -4.3% | -48.8% | -55.4% |
| 10Y | +502.9% | +380.2% | +122.8% | +274.5% |
| All | +502.9% | +364.6% | +138.3% | +274.5% |
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 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