-9.4%
DASH vs HAL
+40.9%
-50.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.3% | -6.1% | -9.0% |
| 7D | +0.5% | -11.1% | +11.6% | +2.0% |
| 30D | -7.1% | -2.4% | -4.6% | -7.0% |
| 3M | -13.2% | +0.8% | -14.0% | -13.7% |
| 6M | +8.3% | -22.8% | +31.1% | +11.8% |
| YTD | -20.6% | +14.5% | -35.1% | -24.2% |
| 1Y | -24.4% | +20.2% | -44.6% | -28.6% |
| 3Y | +94.5% | -15.2% | +109.7% | +89.3% |
| 5Y | -9.4% | +42.5% | -52.0% | -10.4% |
| All | -9.4% | +40.9% | -50.4% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling