+9.6%
U vs DAR
+13.3%
-3.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -3.8% | +1.4% | -5.2% | -4.4% |
| 30D | +17.5% | +12.8% | +4.7% | +12.4% |
| 3M | +38.7% | +7.4% | +31.4% | +34.4% |
| 6M | +104.4% | +22.3% | +82.2% | +88.4% |
| YTD | -5.7% | +81.1% | -86.8% | -25.4% |
| 1Y | +3.7% | +106.5% | -102.8% | -23.1% |
| All | +9.6% | +13.3% | -3.7% | -1.9% |
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 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