+2,259.3%
HALO vs DAR
+1,943.4%
+315.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -3.2% | +11.6% | -14.8% | -6.5% |
| 30D | -14.2% | -10.2% | -3.9% | -11.5% |
| 3M | -0.4% | -14.8% | +14.4% | +3.7% |
| 6M | +43.2% | -10.1% | +53.3% | +45.7% |
| YTD | +49.0% | +55.5% | -6.5% | +27.0% |
| 1Y | +40.8% | +61.7% | -20.8% | +18.2% |
| 3Y | +167.4% | +37.2% | +130.2% | +121.4% |
| 5Y | +157.4% | -26.9% | +184.3% | +150.5% |
| 10Y | +697.1% | +314.4% | +382.6% | +290.3% |
| All | +2,259.3% | +1,943.4% | +315.9% | +756.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling