+249.2%
HPE vs DAR
+14.9%
+234.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.9% | +4.8% | +7.0% |
| 7D | +10.1% | -0.9% | +11.0% | +10.4% |
| 30D | +5.3% | +13.0% | -7.7% | +1.8% |
| 3M | +12.7% | +15.0% | -2.3% | +8.2% |
| 6M | +167.7% | +26.8% | +140.8% | +150.9% |
| YTD | +135.5% | +86.4% | +49.0% | +100.6% |
| 1Y | +143.4% | +115.1% | +28.3% | +98.1% |
| 3Y | +249.2% | +14.6% | +234.5% | +209.1% |
| All | +249.2% | +14.9% | +234.3% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling