+11.7%
DASH vs HUBS
-36.0%
+47.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.9% | -1.7% | -3.2% |
| 7D | -10.6% | -5.0% | -5.5% | -8.3% |
| 30D | +2.2% | -1.0% | +3.2% | -0.6% |
| 3M | +32.3% | +12.4% | +19.9% | +18.4% |
| 6M | +19.1% | -11.1% | +30.2% | +16.0% |
| YTD | -6.5% | -38.3% | +31.8% | +9.0% |
| 1Y | -14.9% | -46.7% | +31.8% | +6.5% |
| 3Y | +151.9% | -55.1% | +207.1% | +220.0% |
| 5Y | +9.4% | -64.8% | +74.3% | +39.2% |
| All | +11.7% | -36.0% | +47.8% | +13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling