+32.6%
XYZ vs DAR
+60.0%
-27.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.7% | -1.1% | +4.6% |
| 7D | +14.9% | -2.8% | +17.7% | +14.1% |
| 30D | +14.7% | -12.8% | +27.5% | +11.4% |
| 3M | +12.1% | -11.6% | +23.7% | +9.4% |
| 6M | +18.3% | -16.8% | +35.1% | +15.1% |
| YTD | +36.1% | +45.9% | -9.9% | +45.4% |
| All | +32.6% | +60.0% | -27.4% | +43.4% |
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