-8.9%
DASH vs DHI
+112.4%
-121.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.4% |
| 7D | -4.1% | -8.0% | +4.0% | -0.4% |
| 30D | -10.6% | +7.0% | -17.6% | -13.3% |
| 3M | -18.8% | -0.6% | -18.2% | -18.7% |
| 6M | +11.2% | +1.5% | +9.7% | +9.8% |
| YTD | -23.8% | +1.5% | -25.3% | -26.3% |
| 1Y | -12.2% | +0.4% | -12.6% | -15.1% |
| 3Y | +97.3% | +21.9% | +75.4% | +48.2% |
| 5Y | -29.8% | +56.1% | -86.0% | -60.6% |
| All | -8.9% | +112.4% | -121.3% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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