+102.1%
DASH vs HAL
-15.8%
+117.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.3% | -6.1% | -9.1% |
| 7D | +0.5% | -11.1% | +11.6% | +1.4% |
| 30D | -7.1% | -2.4% | -4.6% | -7.1% |
| 3M | -13.2% | +0.8% | -14.0% | -13.6% |
| 6M | +8.3% | -22.8% | +31.1% | +11.3% |
| YTD | -20.6% | +14.5% | -35.1% | -25.0% |
| 1Y | -24.4% | +20.2% | -44.6% | -29.5% |
| All | +102.1% | -15.8% | +117.8% | +89.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling