-4.5%
DASH vs HRB
+281.9%
-286.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +4.0% | +1.5% |
| 7D | -4.8% | -2.4% | -2.4% | -4.2% |
| 30D | -7.9% | +15.7% | -23.6% | -11.1% |
| 3M | -16.3% | +11.4% | -27.7% | -18.8% |
| 6M | +10.4% | +40.7% | -30.3% | +1.2% |
| YTD | -20.1% | +21.0% | -41.1% | -25.0% |
| 1Y | -11.4% | +7.2% | -18.7% | -14.8% |
| 3Y | +114.1% | +29.2% | +84.9% | +89.5% |
| 5Y | -5.8% | +142.3% | -148.1% | -23.7% |
| All | -4.5% | +281.9% | -286.4% | -25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling