+29.5%
TECH vs DAR
+33.7%
-4.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.2% |
| 7D | +0.1% | +11.6% | -11.4% | -2.5% |
| 30D | +0.5% | -10.2% | +10.8% | +3.0% |
| 3M | +1.1% | -14.8% | +15.9% | +4.7% |
| 6M | +62.8% | -10.1% | +72.9% | +65.5% |
| YTD | +24.5% | +55.5% | -31.1% | +7.4% |
| 1Y | +20.6% | +61.7% | -41.0% | +2.7% |
| 3Y | +29.5% | +37.2% | -7.7% | +13.6% |
| All | +29.5% | +33.7% | -4.2% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling