+15.1%
XRT vs DAR
+65.2%
-50.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.1% | +0.1% |
| 7D | -1.4% | +3.6% | -5.0% | -1.4% |
| 30D | +9.8% | -11.3% | +21.0% | +9.1% |
| 3M | +3.3% | -13.1% | +16.4% | +2.4% |
| 6M | +13.6% | -15.1% | +28.7% | +13.5% |
| YTD | +9.1% | +50.5% | -41.4% | -6.3% |
| 1Y | +15.1% | +57.9% | -42.9% | -3.0% |
| All | +15.1% | +65.2% | -50.2% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling