+143.9%
DASH vs HUBS
-56.3%
+200.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.9% | -2.4% | -4.4% |
| 7D | -11.2% | -4.3% | -6.9% | -10.0% |
| 30D | -7.3% | +14.2% | -21.6% | -11.9% |
| 3M | +31.4% | +15.5% | +15.9% | +21.5% |
| 6M | +11.9% | -18.9% | +30.8% | +14.6% |
| YTD | -11.5% | -40.1% | +28.6% | +1.0% |
| 1Y | -20.0% | -51.8% | +31.8% | -0.9% |
| 3Y | +143.9% | -55.2% | +199.2% | +197.2% |
| All | +143.9% | -56.3% | +200.2% | +197.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling