+524.6%
TRI vs DAR
+7,889.3%
-7,364.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.9% | -9.4% | -7.0% |
| 7D | -7.1% | -0.9% | -6.2% | -7.0% |
| 30D | -2.3% | +13.0% | -15.3% | -4.3% |
| 3M | +19.6% | +15.0% | +4.6% | +16.5% |
| 6M | -8.7% | +26.8% | -35.5% | -12.5% |
| YTD | -22.3% | +86.4% | -108.7% | -30.0% |
| 1Y | -40.7% | +115.1% | -155.8% | -47.9% |
| 3Y | -17.8% | +14.6% | -32.4% | -22.3% |
| 5Y | -8.5% | -8.8% | +0.3% | -12.4% |
| 10Y | +192.6% | +356.5% | -163.9% | +105.4% |
| All | +524.6% | +7,889.3% | -7,364.7% | +228.1% |
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