+10.8%
WBD vs DAR
+383.2%
-372.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | +3.9% | +7.4% | -3.6% | +1.0% |
| 3M | +5.1% | +15.7% | -10.6% | -1.0% |
| 6M | +0.6% | +30.0% | -29.5% | -9.6% |
| YTD | -3.2% | +87.5% | -90.7% | -24.0% |
| 1Y | +127.7% | +113.4% | +14.3% | +68.4% |
| 3Y | +146.6% | +15.3% | +131.3% | +120.1% |
| 5Y | +4.2% | -4.3% | +8.5% | -3.2% |
| All | +10.8% | +383.2% | -372.4% | -45.0% |
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