+65.5%
LH vs DAR
+14.9%
+50.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.6% | -0.9% |
| 7D | -0.8% | -0.9% | 0.0% | -0.8% |
| 30D | +2.0% | +13.0% | -11.0% | +0.7% |
| 3M | +24.3% | +15.0% | +9.3% | +22.2% |
| 6M | +21.1% | +26.8% | -5.8% | +17.6% |
| YTD | +30.4% | +86.4% | -56.0% | +21.2% |
| 1Y | +18.4% | +115.1% | -96.7% | +8.1% |
| 3Y | +65.5% | +14.6% | +50.8% | +52.1% |
| All | +65.5% | +14.9% | +50.6% | +52.1% |
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