-5.9%
DASH vs HDB
-18.6%
+12.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | -0.1% |
| 7D | -10.2% | +6.9% | -17.2% | -13.3% |
| 30D | -8.2% | +15.2% | -23.5% | -14.5% |
| 3M | -15.9% | +11.7% | -27.6% | -20.6% |
| 6M | +13.3% | +7.5% | +5.8% | +8.1% |
| YTD | -21.3% | -28.8% | +7.5% | -8.2% |
| 1Y | -11.1% | -29.1% | +18.0% | +3.7% |
| 3Y | +103.8% | -7.0% | +110.8% | +93.7% |
| 5Y | -21.6% | -22.1% | +0.4% | -21.8% |
| All | -5.9% | -18.6% | +12.6% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling