+874.5%
HALO vs DAR
+375.1%
+499.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | -3.4% | +0.9% | -4.3% | -3.6% |
| 30D | +4.3% | +6.4% | -2.2% | +2.6% |
| 3M | +51.8% | +13.2% | +38.5% | +46.8% |
| 6M | +57.8% | +26.2% | +31.6% | +48.3% |
| YTD | +59.0% | +84.4% | -25.4% | +36.5% |
| 1Y | +41.2% | +112.0% | -70.9% | +16.5% |
| 3Y | +177.8% | +13.4% | +164.5% | +158.6% |
| 5Y | +159.5% | -6.0% | +165.5% | +144.5% |
| All | +874.5% | +375.1% | +499.4% | +436.4% |
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 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