+186.4%
HALO vs DAR
+9.6%
+176.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | +4.6% | +7.4% | -2.8% | +4.2% |
| 3M | +50.2% | +15.7% | +34.6% | +48.8% |
| 6M | +57.6% | +30.0% | +27.6% | +54.4% |
| YTD | +59.6% | +87.5% | -28.0% | +51.6% |
| 1Y | +41.2% | +113.4% | -72.2% | +32.3% |
| All | +186.4% | +9.6% | +176.8% | +164.9% |
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 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