+142.0%
W vs DAR
+11.9%
+130.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -3.6% | -9.9% | +6.3% | +0.2% |
| 30D | +7.0% | -16.4% | +23.3% | +13.9% |
| 3M | +7.4% | -17.1% | +24.4% | +13.2% |
| 6M | +69.3% | -20.5% | +89.8% | +80.1% |
| YTD | +11.3% | +39.4% | -28.1% | -13.4% |
| 1Y | +13.2% | +57.2% | -44.0% | -17.7% |
| 3Y | +142.0% | +13.9% | +128.2% | +106.6% |
| All | +142.0% | +11.9% | +130.2% | +106.6% |
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 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