+158.1%
DASH vs HUM
-10.9%
+169.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.5% |
| 7D | -10.6% | +4.2% | -14.7% | -10.8% |
| 30D | +2.2% | +10.4% | -8.2% | +1.5% |
| 3M | +32.3% | +15.1% | +17.2% | +31.0% |
| 6M | +19.1% | +120.9% | -101.8% | +12.8% |
| YTD | -6.5% | +57.9% | -64.5% | -10.1% |
| 1Y | -14.9% | +30.6% | -45.4% | -18.0% |
| All | +158.1% | -10.9% | +169.0% | +136.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling