+99.5%
U vs DAR
+11.9%
+87.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.8% |
| 7D | +36.6% | -9.9% | +46.5% | +40.7% |
| 30D | +13.3% | -16.4% | +29.7% | +19.2% |
| 3M | +26.2% | -17.1% | +43.2% | +32.3% |
| 6M | +88.7% | -20.5% | +109.2% | +100.0% |
| YTD | +16.6% | +39.4% | -22.8% | -0.2% |
| 1Y | +29.0% | +57.2% | -28.3% | +5.0% |
| 3Y | +99.5% | +13.9% | +85.6% | +80.0% |
| All | +99.5% | +11.9% | +87.6% | +80.0% |
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