+57.9%
TRU vs DAR
+33.7%
+24.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | 0.0% | +11.6% | -11.5% | -2.5% |
| 30D | +21.3% | -10.2% | +31.5% | +24.1% |
| 3M | +0.2% | -14.8% | +15.1% | +3.5% |
| 6M | +22.4% | -10.1% | +32.4% | +24.0% |
| YTD | -4.8% | +55.5% | -60.4% | -19.7% |
| 1Y | -0.2% | +61.7% | -61.9% | -17.1% |
| 3Y | +57.9% | +37.2% | +20.8% | +30.4% |
| All | +57.9% | +33.7% | +24.2% | +30.4% |
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