+49.8%
HBM vs DAR
+63.3%
-13.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.1% | +3.9% |
| 7D | -5.8% | -5.7% | -0.1% | -5.3% |
| 30D | -18.5% | -16.6% | -1.9% | -16.9% |
| 3M | -10.3% | -13.1% | +2.8% | -9.5% |
| 6M | +2.1% | -18.8% | +20.9% | +4.4% |
| YTD | +12.0% | +45.3% | -33.2% | -4.8% |
| 1Y | +49.8% | +60.6% | -10.9% | +23.4% |
| All | +49.8% | +63.3% | -13.5% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling