-11.1%
DASH vs HRB
+11.2%
-22.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -10.2% | -8.1% | -2.1% | -8.0% |
| 30D | -8.2% | +15.0% | -23.3% | -11.9% |
| 3M | -15.9% | +10.2% | -26.1% | -18.5% |
| 6M | +13.3% | +44.2% | -30.9% | +0.9% |
| YTD | -21.3% | +21.0% | -42.2% | -25.3% |
| 1Y | -11.1% | +12.0% | -23.1% | -11.7% |
| All | -11.1% | +11.2% | -22.3% | -11.7% |
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