+123.5%
HPE vs DAR
+65.2%
+58.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.1% | -0.2% | +3.2% |
| 7D | +0.3% | +3.6% | -3.3% | -0.8% |
| 30D | -28.6% | -11.3% | -17.3% | -26.5% |
| 3M | -7.4% | -13.1% | +5.8% | -4.5% |
| 6M | +63.7% | -15.1% | +78.8% | +69.3% |
| YTD | +111.7% | +50.5% | +61.2% | +98.5% |
| 1Y | +123.5% | +57.9% | +65.6% | +107.6% |
| All | +123.5% | +65.2% | +58.3% | +107.6% |
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