+1,321.8%
HAS vs DAR
+1,762.6%
-440.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.4% |
| 7D | -1.8% | +1.4% | -3.2% | -1.9% |
| 30D | +2.3% | +12.8% | -10.5% | +1.3% |
| 3M | +10.4% | +7.4% | +3.0% | +9.6% |
| 6M | -3.2% | +22.3% | -25.5% | -4.9% |
| YTD | +15.4% | +81.1% | -65.7% | +10.3% |
| 1Y | +18.8% | +106.5% | -87.7% | +12.4% |
| 3Y | +43.9% | +5.3% | +38.6% | +41.5% |
| 5Y | +13.9% | -11.5% | +25.4% | +12.7% |
| 10Y | +56.4% | +353.3% | -296.9% | +39.9% |
| All | +1,321.8% | +1,762.6% | -440.8% | +1,085.8% |
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