-5.2%
DASH vs HAL
+78.1%
-83.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | +0.4% | -12.0% | +12.4% | +1.8% |
| 30D | -6.0% | +0.3% | -6.3% | -6.3% |
| 3M | -15.8% | -1.6% | -14.1% | -15.9% |
| 6M | +7.0% | -20.5% | +27.5% | +9.5% |
| YTD | -20.7% | +14.2% | -34.9% | -23.7% |
| 1Y | -8.5% | +18.9% | -27.4% | -12.7% |
| 3Y | +101.8% | -13.7% | +115.5% | +96.4% |
| 5Y | -9.6% | +42.2% | -51.7% | -15.3% |
| All | -5.2% | +78.1% | -83.3% | -11.4% |
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