+60.6%
DAR vs HRB
+16.9%
+43.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.4% | -6.8% | -2.3% |
| 7D | -5.7% | +16.0% | -21.7% | -5.2% |
| 30D | -16.6% | +32.1% | -48.7% | -15.8% |
| 3M | -13.1% | +21.5% | -34.6% | -12.5% |
| 6M | -18.8% | +82.1% | -100.8% | -17.9% |
| YTD | +45.3% | +31.6% | +13.7% | +48.0% |
| 1Y | +60.6% | +15.9% | +44.7% | +66.1% |
| All | +60.6% | +16.9% | +43.7% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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