+7.4%
DASH vs HAL
+104.8%
-97.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.5% |
| 7D | -10.6% | +2.9% | -13.5% | -10.9% |
| 30D | +2.2% | +17.0% | -14.9% | -0.1% |
| 3M | +32.3% | -9.7% | +41.9% | +34.0% |
| 6M | +19.1% | +8.6% | +10.5% | +16.5% |
| YTD | -6.5% | +33.0% | -39.5% | -12.0% |
| 1Y | -14.9% | +68.3% | -83.2% | -23.6% |
| 3Y | +151.9% | +0.1% | +151.8% | +140.0% |
| All | +7.4% | +104.8% | -97.3% | +9.0% |
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