-9.5%
DASH vs HRB
+274.6%
-284.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -4.5% | -5.1% | +0.5% | -3.4% |
| 30D | -6.8% | +8.7% | -15.5% | -8.6% |
| 3M | -20.7% | -5.4% | -15.3% | -19.8% |
| 6M | +15.1% | +41.6% | -26.5% | +5.4% |
| YTD | -24.3% | +18.7% | -42.9% | -28.6% |
| 1Y | -12.1% | +16.4% | -28.6% | -16.9% |
| 3Y | +91.1% | +22.0% | +69.1% | +71.8% |
| 5Y | -30.3% | +141.2% | -171.5% | -43.3% |
| All | -9.5% | +274.6% | -284.1% | -28.8% |
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