+161.6%
HALO vs DAR
-9.0%
+170.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.4% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | +5.3% | +2.6% | +2.7% | +4.8% |
| 3M | +51.6% | +14.2% | +37.3% | +48.0% |
| 6M | +61.3% | +17.2% | +44.1% | +56.4% |
| YTD | +59.3% | +80.9% | -21.6% | +43.6% |
| 1Y | +38.3% | +104.0% | -65.7% | +21.6% |
| 3Y | +185.9% | +3.6% | +182.2% | +184.2% |
| All | +161.6% | -9.0% | +170.6% | +154.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling