+7.4%
DASH vs HRB
+126.2%
-118.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.0% | -0.6% | -3.6% |
| 7D | -10.6% | -5.7% | -4.9% | -9.2% |
| 30D | +2.2% | +7.9% | -5.8% | -0.2% |
| 3M | +32.3% | +32.1% | +0.1% | +22.4% |
| 6M | +19.1% | +62.2% | -43.1% | +3.9% |
| YTD | -6.5% | +16.4% | -22.9% | -11.7% |
| 1Y | -14.9% | -0.3% | -14.6% | -16.9% |
| 3Y | +151.9% | +36.0% | +115.9% | +114.2% |
| All | +7.4% | +126.2% | -118.8% | -16.9% |
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