+191.1%
TRI vs DAR
+366.1%
-175.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.0% |
| 7D | -7.9% | -0.1% | -7.8% | -7.9% |
| 30D | -4.5% | +2.6% | -7.2% | -5.0% |
| 3M | +22.1% | +14.2% | +7.9% | +19.3% |
| 6M | -2.8% | +17.2% | -20.0% | -5.4% |
| YTD | -23.4% | +80.9% | -104.3% | -30.2% |
| 1Y | -41.5% | +104.0% | -145.5% | -47.9% |
| 3Y | -19.2% | +3.6% | -22.8% | -21.6% |
| 5Y | -9.4% | -7.8% | -1.6% | -12.7% |
| All | +191.1% | +366.1% | -175.0% | +100.9% |
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