-21.6%
DASH vs HRB
+141.1%
-162.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -10.2% | -8.1% | -2.1% | -8.3% |
| 30D | -8.2% | +15.0% | -23.3% | -11.5% |
| 3M | -15.9% | +10.2% | -26.1% | -18.4% |
| 6M | +13.3% | +44.2% | -30.9% | +2.5% |
| YTD | -21.3% | +21.0% | -42.2% | -26.5% |
| 1Y | -11.1% | +12.0% | -23.1% | -15.5% |
| 3Y | +103.8% | +24.9% | +78.9% | +78.7% |
| 5Y | -21.6% | +144.6% | -166.2% | -38.9% |
| All | -21.6% | +141.1% | -162.7% | -38.9% |
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