+10.3%
HLT vs DAR
+107.8%
-97.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | -5.0% | +2.6% | -7.7% | -5.0% |
| 3M | -10.4% | +14.2% | -24.6% | -10.6% |
| 6M | +3.2% | +17.2% | -13.9% | +2.0% |
| YTD | +6.7% | +80.9% | -74.1% | +0.6% |
| 1Y | +10.3% | +104.0% | -93.7% | +3.1% |
| All | +10.3% | +107.8% | -97.6% | +3.1% |
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