-14.9%
DASH vs HWM
+48.6%
-63.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.2% | -4.6% |
| 7D | -10.6% | -2.1% | -8.5% | -10.4% |
| 30D | +2.2% | -11.0% | +13.1% | +2.9% |
| 3M | +32.3% | +4.0% | +28.2% | +31.1% |
| 6M | +19.1% | -0.2% | +19.3% | +17.2% |
| YTD | -6.5% | +26.7% | -33.2% | -11.3% |
| 1Y | -14.9% | +44.7% | -59.6% | -23.3% |
| All | -14.9% | +48.6% | -63.5% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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