+359.5%
DAR vs HRB
+209.1%
+150.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.0% |
| 7D | -0.1% | -8.0% | +7.9% | +2.1% |
| 30D | +2.6% | -16.0% | +18.6% | +7.3% |
| 3M | +14.2% | +26.9% | -12.6% | +5.0% |
| 6M | +17.2% | +51.1% | -33.9% | +0.8% |
| YTD | +80.9% | +7.1% | +73.8% | +72.1% |
| 1Y | +104.0% | -9.6% | +113.6% | +104.6% |
| 3Y | +3.6% | +25.4% | -21.8% | -10.0% |
| 5Y | -7.8% | +114.9% | -122.7% | -36.0% |
| All | +359.5% | +209.1% | +150.3% | +170.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling