+199.8%
TER vs DAR
+104.4%
+95.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.9% | +6.3% | +5.6% |
| 7D | +0.6% | +1.4% | -0.8% | +0.2% |
| 30D | -8.3% | +12.8% | -21.1% | -10.6% |
| 3M | -12.2% | +7.4% | -19.6% | -13.4% |
| 6M | +17.0% | +22.3% | -5.2% | +11.6% |
| YTD | +84.6% | +81.1% | +3.5% | +64.8% |
| 1Y | +199.8% | +106.5% | +93.3% | +166.2% |
| All | +199.8% | +104.4% | +95.5% | +166.2% |
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