+6,189.5%
HD vs DAR
+1,334.0%
+4,855.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.8% |
| 7D | +4.3% | -9.9% | +14.3% | +5.1% |
| 30D | +20.2% | -16.4% | +36.6% | +21.6% |
| 3M | -1.0% | -17.1% | +16.0% | +0.1% |
| 6M | +7.9% | -20.5% | +28.4% | +9.3% |
| YTD | +2.0% | +39.4% | -37.4% | -0.9% |
| 1Y | -4.3% | +57.2% | -61.5% | -7.9% |
| 3Y | +25.9% | +13.9% | +12.1% | +22.9% |
| 5Y | +5.8% | -40.8% | +46.6% | +7.2% |
| 10Y | +262.5% | +276.2% | -13.7% | +223.7% |
| All | +6,189.5% | +1,334.0% | +4,855.5% | +4,978.1% |
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 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