-8.5%
DASH vs HDB
-30.1%
+21.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.9% |
| 7D | +0.4% | +13.3% | -13.0% | -4.7% |
| 30D | -6.0% | +13.6% | -19.6% | -10.9% |
| 3M | -15.8% | +5.8% | -21.5% | -18.0% |
| 6M | +7.0% | -1.9% | +8.9% | +5.1% |
| YTD | -20.7% | -31.2% | +10.5% | -20.7% |
| 1Y | -8.5% | -29.6% | +21.0% | -8.5% |
| All | -8.5% | -30.1% | +21.5% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling