+11.7%
DASH vs HRB
+267.5%
-255.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.0% | -0.6% | -3.7% |
| 7D | -10.6% | -5.7% | -4.9% | -9.3% |
| 30D | +2.2% | +7.9% | -5.8% | 0.0% |
| 3M | +32.3% | +32.1% | +0.1% | +23.2% |
| 6M | +19.1% | +62.2% | -43.1% | +5.2% |
| YTD | -6.5% | +16.4% | -22.9% | -11.4% |
| 1Y | -14.9% | -0.3% | -14.6% | -16.9% |
| 3Y | +151.9% | +36.0% | +115.9% | +119.7% |
| 5Y | +9.4% | +125.2% | -115.8% | -10.6% |
| All | +11.7% | +267.5% | -255.7% | -11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling