+91.5%
HALO vs DAR
+63.3%
+28.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +1.0% |
| 7D | +0.2% | -5.7% | +5.9% | -0.5% |
| 30D | +20.3% | -16.6% | +36.9% | +17.5% |
| 3M | +56.6% | -13.1% | +69.7% | +53.5% |
| 6M | +101.9% | -18.8% | +120.6% | +96.7% |
| YTD | +93.7% | +45.3% | +48.4% | +86.3% |
| 1Y | +91.5% | +60.6% | +30.9% | +79.9% |
| All | +91.5% | +63.3% | +28.3% | +79.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling