+22.2%
Z vs DAR
+308.3%
-286.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.5% | +11.9% | +10.3% |
| 7D | +10.2% | -5.7% | +15.9% | +12.3% |
| 30D | +23.7% | -16.6% | +40.3% | +31.2% |
| 3M | -6.6% | -13.1% | +6.5% | -3.4% |
| 6M | -23.0% | -18.8% | -4.2% | -18.9% |
| YTD | -50.3% | +45.3% | -95.6% | -58.8% |
| 1Y | -53.6% | +60.6% | -114.2% | -63.2% |
| 3Y | -10.1% | +15.7% | -25.7% | -22.9% |
| 5Y | -49.8% | -37.6% | -12.2% | -46.2% |
| 10Y | -1.6% | +292.1% | -293.7% | -52.6% |
| All | +22.2% | +308.3% | -286.1% | -43.7% |
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