+1,579.2%
HWM vs DAR
+288.2%
+1,290.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +3.4% |
| 7D | +1.6% | -2.8% | +4.4% | +2.7% |
| 30D | -3.9% | -12.8% | +8.9% | +0.9% |
| 3M | -23.2% | -11.6% | -11.7% | -20.4% |
| 6M | -20.0% | -16.8% | -3.2% | -15.7% |
| YTD | +5.7% | +45.9% | -40.2% | -11.1% |
| 1Y | +4.9% | +61.5% | -56.6% | -15.5% |
| 3Y | +347.0% | +23.0% | +324.0% | +270.0% |
| 5Y | +563.0% | -35.8% | +598.9% | +606.8% |
| 10Y | +1,579.2% | +280.4% | +1,298.8% | +565.1% |
| All | +1,579.2% | +288.2% | +1,290.9% | +565.1% |
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 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