+1,771.9%
HAS vs DAR
+1,373.4%
+398.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +0.9% |
| 7D | +3.3% | -3.8% | +7.1% | +3.5% |
| 30D | +30.5% | -14.4% | +45.0% | +31.9% |
| 3M | +29.9% | -17.9% | +47.8% | +31.5% |
| 6M | +26.5% | -18.3% | +44.8% | +28.0% |
| YTD | +51.9% | +43.2% | +8.7% | +47.5% |
| 1Y | +60.9% | +57.7% | +3.2% | +55.1% |
| 3Y | +215.0% | +22.7% | +192.3% | +206.8% |
| 5Y | +51.5% | -34.0% | +85.5% | +52.8% |
| 10Y | +102.2% | +279.5% | -177.2% | +83.3% |
| All | +1,771.9% | +1,373.4% | +398.4% | +1,485.6% |
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