-29.3%
DASH vs HAL
+58.8%
-88.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -1.1% |
| 7D | -4.5% | +6.1% | -10.6% | -5.3% |
| 30D | -6.8% | +2.9% | -9.7% | -7.4% |
| 3M | -20.7% | +3.3% | -24.0% | -21.3% |
| 6M | +15.1% | -16.9% | +32.0% | +17.8% |
| YTD | -24.3% | +21.2% | -45.5% | -28.5% |
| 1Y | -12.1% | +27.5% | -39.7% | -17.9% |
| 3Y | +91.1% | -6.4% | +97.5% | +83.2% |
| All | -29.3% | +58.8% | -88.2% | -37.1% |
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