-3.4%
HAL vs DAR
+13.3%
-16.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +2.9% | +1.4% | +1.6% | +2.5% |
| 30D | +17.0% | +12.8% | +4.3% | +12.6% |
| 3M | -9.7% | +7.4% | -17.0% | -11.8% |
| 6M | +8.6% | +22.3% | -13.6% | +1.9% |
| YTD | +33.0% | +81.1% | -48.1% | +11.3% |
| 1Y | +68.3% | +106.5% | -38.2% | +34.8% |
| All | -3.4% | +13.3% | -16.7% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling