+497.8%
UUUU vs DAR
+375.1%
+122.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.7% | -4.6% | -5.5% |
| 7D | -5.0% | +0.9% | -6.0% | -5.4% |
| 30D | -7.8% | +6.4% | -14.2% | -11.3% |
| 3M | -0.4% | +13.2% | -13.7% | -7.8% |
| 6M | -32.9% | +26.2% | -59.1% | -41.5% |
| YTD | -6.3% | +84.4% | -90.6% | -32.7% |
| 1Y | +7.9% | +112.0% | -104.1% | -29.3% |
| 3Y | +85.2% | +13.4% | +71.8% | +56.9% |
| 5Y | +97.0% | -6.0% | +103.0% | +89.6% |
| All | +497.8% | +375.1% | +122.7% | +192.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling