+25.0%
HL vs DAR
+63.3%
-38.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -2.5% | +15.6% | +13.4% |
| 7D | +0.2% | -5.7% | +5.9% | +0.9% |
| 30D | -12.1% | -16.6% | +4.5% | -10.0% |
| 3M | -2.8% | -13.1% | +10.2% | -1.9% |
| 6M | -14.9% | -18.8% | +3.8% | -12.2% |
| YTD | -22.0% | +45.3% | -67.3% | -39.3% |
| 1Y | +25.0% | +60.6% | -35.6% | -8.1% |
| All | +25.0% | +63.3% | -38.3% | -8.1% |
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 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