+14,052.8%
TECH vs DAR
+1,334.0%
+12,718.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.2% |
| 7D | +0.2% | -9.9% | +10.1% | +0.7% |
| 30D | +0.3% | -16.4% | +16.7% | +1.2% |
| 3M | +1.3% | -17.1% | +18.4% | +2.2% |
| 6M | +54.0% | -20.5% | +74.4% | +55.5% |
| YTD | +24.3% | +39.4% | -15.1% | +22.0% |
| 1Y | +25.8% | +57.2% | -31.4% | +22.7% |
| 3Y | +26.0% | +13.9% | +12.1% | +24.2% |
| 5Y | -40.1% | -40.8% | +0.7% | -39.5% |
| 10Y | +210.6% | +276.2% | -65.7% | +193.9% |
| All | +14,052.8% | +1,334.0% | +12,718.8% | +14,800.3% |
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