-6.4%
HAL vs DAR
+33.7%
-40.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.7% |
| 7D | +6.1% | +11.6% | -5.5% | +2.3% |
| 30D | +2.9% | -10.2% | +13.1% | +6.5% |
| 3M | +3.3% | -14.8% | +18.2% | +8.6% |
| 6M | -16.9% | -10.1% | -6.8% | -14.4% |
| YTD | +21.2% | +55.5% | -34.3% | +5.4% |
| 1Y | +27.5% | +61.7% | -34.1% | +9.5% |
| 3Y | -6.4% | +37.2% | -43.6% | -22.3% |
| All | -6.4% | +33.7% | -40.1% | -22.3% |
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