+4,103.0%
WAB vs DAR
+748.3%
+3,354.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.9% |
| 7D | +1.4% | -9.9% | +11.4% | +2.5% |
| 30D | +0.4% | -16.4% | +16.8% | +2.3% |
| 3M | -3.8% | -17.1% | +13.2% | -2.1% |
| 6M | +5.1% | -20.5% | +25.6% | +7.3% |
| YTD | +33.3% | +39.4% | -6.1% | +28.1% |
| 1Y | +39.8% | +57.2% | -17.4% | +32.6% |
| 3Y | +161.1% | +13.9% | +147.2% | +152.3% |
| 5Y | +209.5% | -40.8% | +250.3% | +217.2% |
| 10Y | +293.8% | +276.2% | +17.6% | +239.6% |
| All | +4,103.0% | +748.3% | +3,354.8% | +2,987.2% |
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