+3,310.4%
V vs DAR
+280.2%
+3,030.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +2.2% | -9.9% | +12.1% | +4.6% |
| 30D | +13.6% | -16.4% | +30.0% | +18.1% |
| 3M | +14.3% | -17.1% | +31.4% | +18.7% |
| 6M | +33.1% | -20.5% | +53.6% | +39.0% |
| YTD | +21.2% | +39.4% | -18.2% | +10.2% |
| 1Y | +26.4% | +57.2% | -30.8% | +11.4% |
| 3Y | +77.6% | +13.9% | +63.7% | +61.7% |
| 5Y | +102.6% | -40.8% | +143.4% | +111.3% |
| 10Y | +464.4% | +276.2% | +188.2% | +242.9% |
| All | +3,310.4% | +280.2% | +3,030.1% | +1,722.9% |
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 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