+276.2%
HL vs DAR
+383.2%
-107.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +0.4% | -0.2% | +0.5% | +0.4% |
| 30D | +18.8% | +7.4% | +11.4% | +14.7% |
| 3M | +43.7% | +15.7% | +28.0% | +33.5% |
| 6M | -1.0% | +30.0% | -31.1% | -13.1% |
| YTD | +8.7% | +87.5% | -78.8% | -18.6% |
| 1Y | +105.0% | +113.4% | -8.4% | +44.1% |
| 3Y | +427.3% | +15.3% | +412.0% | +361.6% |
| 5Y | +249.3% | -4.3% | +253.6% | +225.3% |
| All | +276.2% | +383.2% | -107.0% | +89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling