+5.8%
HD vs DASH
+152.1%
-146.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.6% | +1.6% |
| 7D | -2.1% | -10.6% | +8.5% | -0.5% |
| 30D | -8.4% | +2.2% | -10.6% | -8.7% |
| 3M | +4.3% | +32.3% | -27.9% | +0.2% |
| 6M | -11.1% | +19.1% | -30.2% | -13.8% |
| YTD | -4.7% | -6.5% | +1.8% | -4.6% |
| 1Y | -19.8% | -14.9% | -4.9% | -19.1% |
| All | +5.8% | +152.1% | -146.3% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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