-4.5%
DASH vs HAL
+78.3%
-82.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -4.8% | -7.9% | +3.1% | -3.9% |
| 30D | -7.9% | -2.1% | -5.9% | -7.8% |
| 3M | -16.3% | +0.4% | -16.8% | -16.7% |
| 6M | +10.4% | -19.2% | +29.6% | +12.8% |
| YTD | -20.1% | +14.4% | -34.5% | -23.2% |
| 1Y | -11.4% | +18.0% | -29.4% | -15.3% |
| 3Y | +114.1% | -9.7% | +123.8% | +107.1% |
| 5Y | -5.8% | +40.1% | -45.9% | -11.6% |
| All | -4.5% | +78.3% | -82.9% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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