+5,778.9%
HD vs DAR
+1,762.6%
+4,016.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -2.1% | +1.4% | -3.4% | -2.2% |
| 30D | -8.4% | +12.8% | -21.2% | -9.3% |
| 3M | +4.3% | +7.4% | -3.0% | +3.6% |
| 6M | -11.1% | +22.3% | -33.4% | -12.7% |
| YTD | -4.7% | +81.1% | -85.8% | -9.0% |
| 1Y | -19.8% | +106.5% | -126.3% | -24.3% |
| 3Y | +4.1% | +5.3% | -1.2% | +2.1% |
| 5Y | +10.3% | -11.5% | +21.9% | +8.7% |
| 10Y | +203.2% | +353.3% | -150.2% | +167.1% |
| All | +5,778.9% | +1,762.6% | +4,016.3% | +4,565.1% |
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