+625.0%
HALO vs DAR
+311.7%
+313.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -3.2% | +11.6% | -14.8% | -5.6% |
| 30D | -14.2% | -10.2% | -3.9% | -12.3% |
| 3M | -0.4% | -14.8% | +14.4% | +2.5% |
| 6M | +43.2% | -10.1% | +53.3% | +45.0% |
| YTD | +49.0% | +55.5% | -6.5% | +32.0% |
| 1Y | +40.8% | +61.7% | -20.8% | +23.4% |
| 3Y | +167.4% | +37.2% | +130.2% | +132.5% |
| 5Y | +157.4% | -26.9% | +184.3% | +157.4% |
| All | +625.0% | +311.7% | +313.3% | +296.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling