-12.1%
DASH vs CHD
+33.5%
-45.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | -4.5% | +3.6% | -8.2% | -5.3% |
| 30D | -6.8% | +10.4% | -17.2% | -8.1% |
| 3M | -20.7% | +12.2% | -32.9% | -22.1% |
| 6M | +15.1% | +19.9% | -4.9% | +13.5% |
| YTD | -24.3% | +36.4% | -60.7% | -22.5% |
| 1Y | -12.1% | +35.1% | -47.3% | -10.5% |
| All | -12.1% | +33.5% | -45.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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