+3,432.0%
USB vs DAR
+1,394.3%
+2,037.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +2.1% |
| 7D | +2.4% | -5.7% | +8.1% | +2.9% |
| 30D | +6.6% | -16.6% | +23.2% | +8.1% |
| 3M | -4.1% | -13.1% | +9.0% | -3.1% |
| 6M | +12.5% | -18.8% | +31.2% | +14.1% |
| YTD | +17.6% | +45.3% | -27.6% | +13.4% |
| 1Y | +36.5% | +60.6% | -24.1% | +30.4% |
| 3Y | +95.4% | +15.7% | +79.7% | +90.2% |
| 5Y | +26.1% | -37.6% | +63.7% | +28.2% |
| 10Y | +101.3% | +292.1% | -190.8% | +79.3% |
| All | +3,432.0% | +1,394.3% | +2,037.7% | +2,986.7% |
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