-11.3%
DASH vs HCA
+11.7%
-23.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.3% |
| 7D | -4.8% | +7.9% | -12.7% | -6.1% |
| 30D | -7.9% | +11.9% | -19.8% | -9.6% |
| 3M | -16.3% | +22.4% | -38.7% | -18.6% |
| 6M | +10.4% | +16.5% | -6.1% | +5.9% |
| YTD | -20.1% | +8.7% | -28.8% | -25.3% |
| All | -11.3% | +11.7% | -23.0% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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