+4,398.0%
WAB vs DAR
+771.6%
+3,626.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.0% |
| 7D | +4.0% | -3.8% | +7.8% | +4.4% |
| 30D | +6.3% | -14.4% | +20.7% | +8.0% |
| 3M | +3.3% | -17.9% | +21.2% | +5.2% |
| 6M | +14.5% | -18.3% | +32.8% | +16.5% |
| YTD | +42.7% | +43.2% | -0.6% | +36.7% |
| 1Y | +45.2% | +57.7% | -12.5% | +37.7% |
| 3Y | +173.8% | +22.7% | +151.0% | +162.6% |
| 5Y | +223.8% | -34.0% | +257.8% | +228.4% |
| 10Y | +280.5% | +279.5% | +1.0% | +227.6% |
| All | +4,398.0% | +771.6% | +3,626.4% | +3,194.6% |
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 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