-17.2%
DASH vs HRB
+16.9%
-34.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.4% | +3.9% | +7.1% |
| 7D | +17.2% | +16.0% | +1.1% | +12.7% |
| 30D | +3.6% | +32.1% | -28.5% | -3.9% |
| 3M | -1.9% | +21.5% | -23.4% | -7.1% |
| 6M | +15.1% | +82.1% | -67.0% | -2.0% |
| YTD | -12.3% | +31.6% | -43.9% | -24.6% |
| 1Y | -17.2% | +15.9% | -33.1% | -30.7% |
| All | -17.2% | +16.9% | -34.1% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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