-5.9%
DASH vs HRB
+281.9%
-287.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.8% | -4.0% | +1.3% | -1.8% |
| 30D | -9.3% | +15.8% | -25.0% | -12.4% |
| 3M | -15.1% | +12.0% | -27.1% | -17.7% |
| 6M | +8.7% | +40.7% | -32.0% | -0.3% |
| YTD | -21.3% | +21.0% | -42.3% | -26.2% |
| 1Y | -12.7% | +11.7% | -24.3% | -16.7% |
| 3Y | +103.8% | +25.0% | +78.8% | +82.1% |
| 5Y | -16.8% | +141.0% | -157.8% | -32.6% |
| All | -5.9% | +281.9% | -287.9% | -26.3% |
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