-13.7%
HAL vs DAR
+11.9%
-25.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.1% |
| 7D | -12.0% | -9.9% | -2.0% | -8.9% |
| 30D | +0.3% | -16.4% | +16.7% | +6.2% |
| 3M | -1.6% | -17.1% | +15.4% | +4.3% |
| 6M | -20.5% | -20.5% | 0.0% | -14.7% |
| YTD | +14.2% | +39.4% | -25.2% | +3.1% |
| 1Y | +18.9% | +57.2% | -38.4% | +3.3% |
| 3Y | -13.7% | +13.9% | -27.6% | -23.4% |
| All | -13.7% | +11.9% | -25.6% | -23.4% |
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