+92.6%
HAS vs DAR
+311.7%
-219.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.1% |
| 7D | +1.4% | +11.6% | -10.2% | -1.8% |
| 30D | +26.3% | -10.2% | +36.5% | +29.8% |
| 3M | +25.6% | -14.8% | +40.4% | +30.6% |
| 6M | +30.3% | -10.1% | +40.3% | +32.5% |
| YTD | +50.4% | +55.5% | -5.2% | +28.6% |
| 1Y | +57.7% | +61.7% | -4.0% | +33.1% |
| 3Y | +213.4% | +37.2% | +176.2% | +166.2% |
| 5Y | +49.1% | -26.9% | +76.0% | +49.2% |
| All | +92.6% | +311.7% | -219.1% | +0.3% |
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