+422.2%
HBM vs DAR
+33.7%
+388.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.5% |
| 7D | +2.2% | +11.6% | -9.3% | -1.3% |
| 30D | -11.8% | -10.2% | -1.6% | -8.8% |
| 3M | -19.2% | -14.8% | -4.4% | -15.5% |
| 6M | -22.9% | -10.1% | -12.8% | -21.2% |
| YTD | +7.8% | +55.5% | -47.7% | -11.0% |
| 1Y | +34.9% | +61.7% | -26.8% | +9.6% |
| 3Y | +422.2% | +37.2% | +385.0% | +327.4% |
| All | +422.2% | +33.7% | +388.5% | +327.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling