+72.5%
DASH vs AHR
+357.7%
-285.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.3% |
| 7D | -12.8% | -4.3% | -8.5% | -12.0% |
| 30D | -6.0% | -3.1% | -2.9% | -5.4% |
| 3M | +26.7% | +15.7% | +11.0% | +22.7% |
| 6M | +11.7% | +4.1% | +7.6% | +10.5% |
| YTD | -12.9% | +15.4% | -28.3% | -16.4% |
| 1Y | -23.1% | +28.0% | -51.1% | -28.8% |
| All | +72.5% | +357.7% | -285.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 10y: compounded portfolio wealth divided by compounded AHR 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…
10y analysis · Full analysis span regression · 6 months rolling