-20.0%
DASH vs AHR
+30.4%
-50.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -11.2% | -3.4% | -7.7% | -11.2% |
| 30D | -7.3% | -3.8% | -3.5% | -7.4% |
| 3M | +31.4% | +20.1% | +11.4% | +33.6% |
| 6M | +11.9% | +7.1% | +4.8% | +12.7% |
| YTD | -11.5% | +17.2% | -28.7% | -9.8% |
| 1Y | -20.0% | +30.4% | -50.4% | -16.6% |
| All | -20.0% | +30.4% | -50.4% | -16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling