+1,423.4%
LH vs DAR
+1,481.7%
-58.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.1% |
| 7D | +2.5% | +9.2% | -6.7% | +2.1% |
| 30D | +18.7% | -12.3% | +31.0% | +19.4% |
| 3M | +15.3% | -12.7% | +28.1% | +16.0% |
| 6M | +45.4% | -12.8% | +58.1% | +46.1% |
| YTD | +49.5% | +53.8% | -4.3% | +46.2% |
| 1Y | +41.4% | +60.3% | -18.9% | +38.0% |
| 3Y | +87.6% | +31.7% | +55.9% | +83.5% |
| 5Y | +53.8% | -27.7% | +81.5% | +53.6% |
| 10Y | +266.2% | +309.8% | -43.6% | +241.8% |
| All | +1,423.4% | +1,481.7% | -58.3% | +1,213.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling