-5.2%
DASH vs HRB
+294.7%
-299.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +0.9% |
| 7D | +0.4% | +2.7% | -2.3% | -0.2% |
| 30D | -6.0% | +22.1% | -28.1% | -10.5% |
| 3M | -15.8% | +15.7% | -31.5% | -18.9% |
| 6M | +7.0% | +83.3% | -76.4% | -8.2% |
| YTD | -20.7% | +25.0% | -45.7% | -26.1% |
| 1Y | -8.5% | +6.9% | -15.5% | -12.1% |
| 3Y | +101.8% | +39.0% | +62.7% | +75.1% |
| 5Y | -9.6% | +146.4% | -156.0% | -27.2% |
| All | -5.2% | +294.7% | -299.9% | -26.3% |
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