-11.3%
DASH vs HBM
+36.9%
-48.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.0% | -8.3% | +0.2% |
| 7D | -4.8% | +5.0% | -9.8% | -5.0% |
| 30D | -7.9% | -12.7% | +4.8% | -7.6% |
| 3M | -16.3% | -17.4% | +1.1% | -16.0% |
| 6M | +10.4% | -8.9% | +19.3% | +10.1% |
| YTD | -20.1% | +14.9% | -35.0% | -21.8% |
| All | -11.3% | +36.9% | -48.2% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling