-21.9%
DASH vs HUBS
-55.3%
+33.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.8% | +2.7% |
| 7D | -9.4% | -12.4% | +2.9% | -6.2% |
| 30D | -5.2% | +1.4% | -6.6% | -6.2% |
| 3M | +33.1% | +16.0% | +17.2% | +23.5% |
| 6M | +18.3% | -17.0% | +35.3% | +18.7% |
| YTD | -11.2% | -44.3% | +33.1% | +4.8% |
| 1Y | -21.9% | -54.3% | +32.4% | +0.8% |
| All | -21.9% | -55.3% | +33.4% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 1y: compounded portfolio wealth divided by compounded HUBS 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…
1y analysis · Full analysis span regression · 6 months rolling