-29.3%
DASH vs HDB
-23.2%
-6.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | -4.5% | +2.7% | -7.3% | -5.9% |
| 30D | -6.8% | +14.1% | -20.9% | -13.2% |
| 3M | -20.7% | +11.8% | -32.5% | -25.5% |
| 6M | +15.1% | +8.2% | +6.9% | +8.8% |
| YTD | -24.3% | -29.3% | +5.0% | -9.9% |
| 1Y | -12.1% | -28.8% | +16.6% | +3.9% |
| 3Y | +91.1% | -7.5% | +98.5% | +77.7% |
| All | -29.3% | -23.2% | -6.2% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling