+637.6%
TEAM vs DAR
+412.5%
+225.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -0.3% |
| 7D | -17.2% | -2.8% | -14.4% | -16.6% |
| 30D | -25.1% | -12.8% | -12.3% | -22.8% |
| 3M | +3.9% | -11.6% | +15.5% | +6.4% |
| 6M | +69.1% | -16.8% | +85.9% | +74.7% |
| YTD | -4.5% | +45.9% | -50.4% | -15.4% |
| 1Y | -1.9% | +61.5% | -63.3% | -15.6% |
| 3Y | -9.3% | +23.0% | -32.3% | -19.3% |
| 5Y | -65.2% | -35.8% | -29.3% | -64.0% |
| 10Y | +467.0% | +280.4% | +186.6% | +290.1% |
| All | +637.6% | +412.5% | +225.1% | +389.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling