+37.2%
DAR vs HRB
+22.6%
+14.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.6% | +1.2% |
| 7D | +11.6% | -5.1% | +16.6% | +11.8% |
| 30D | -10.2% | +8.7% | -18.9% | -10.7% |
| 3M | -14.8% | -5.4% | -9.4% | -14.7% |
| 6M | -10.1% | +41.6% | -51.6% | -12.8% |
| YTD | +55.5% | +18.7% | +36.9% | +55.1% |
| 1Y | +61.7% | +16.4% | +45.2% | +61.7% |
| 3Y | +37.2% | +22.0% | +15.2% | +23.3% |
| All | +37.2% | +22.6% | +14.6% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling