-23.1%
DASH vs HUM
+30.0%
-53.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | -12.8% | -0.2% | -12.6% | -12.8% |
| 30D | -6.0% | +3.7% | -9.7% | -6.6% |
| 3M | +26.7% | +10.4% | +16.3% | +24.4% |
| 6M | +11.7% | +125.7% | -114.0% | -5.1% |
| YTD | -12.9% | +57.3% | -70.3% | -21.7% |
| 1Y | -23.1% | +48.6% | -71.7% | -29.9% |
| All | -23.1% | +30.0% | -53.1% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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