-20.0%
DASH vs HCA
-3.4%
-16.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.3% |
| 7D | -11.2% | -2.8% | -8.4% | -10.9% |
| 30D | -7.3% | -2.7% | -4.6% | -7.1% |
| 3M | +31.4% | +11.5% | +20.0% | +31.4% |
| 6M | +11.9% | -24.3% | +36.2% | +9.5% |
| YTD | -11.5% | -13.6% | +2.1% | -13.9% |
| 1Y | -20.0% | -3.2% | -16.8% | -21.2% |
| All | -20.0% | -3.4% | -16.7% | -21.2% |
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