-7.0%
DASH vs HRB
+145.8%
-152.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +1.0% |
| 7D | +0.4% | +2.7% | -2.3% | -0.2% |
| 30D | -6.0% | +22.1% | -28.1% | -10.8% |
| 3M | -15.8% | +15.7% | -31.5% | -19.2% |
| 6M | +7.0% | +83.3% | -76.4% | -9.4% |
| YTD | -20.7% | +25.0% | -45.7% | -26.5% |
| 1Y | -8.5% | +6.9% | -15.5% | -12.2% |
| 3Y | +101.8% | +39.0% | +62.7% | +71.0% |
| All | -7.0% | +145.8% | -152.8% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling