+331.1%
HBM vs DAR
-6.7%
+337.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -1.7% | -5.8% | -6.7% |
| 7D | -3.7% | +0.9% | -4.7% | -4.1% |
| 30D | -3.7% | +6.4% | -10.1% | -7.1% |
| 3M | +8.0% | +13.2% | -5.2% | +0.2% |
| 6M | +15.8% | +26.2% | -10.4% | +0.8% |
| YTD | +34.4% | +84.4% | -50.0% | -3.5% |
| 1Y | +98.2% | +112.0% | -13.9% | +30.3% |
| 3Y | +476.6% | +13.4% | +463.2% | +415.0% |
| 5Y | +331.1% | -6.0% | +337.1% | +318.1% |
| All | +331.1% | -6.7% | +337.8% | +318.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling