+6.1%
DASH vs DHI
+98.7%
-92.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +3.0% |
| 7D | -9.4% | -6.1% | -3.3% | -6.8% |
| 30D | -5.2% | -10.1% | +4.9% | -0.6% |
| 3M | +33.1% | -7.3% | +40.5% | +37.2% |
| 6M | +18.3% | -6.1% | +24.4% | +20.4% |
| YTD | -11.2% | -5.0% | -6.2% | -11.4% |
| 1Y | -21.9% | -22.1% | +0.2% | -14.8% |
| 3Y | +144.7% | +19.2% | +125.4% | +83.3% |
| 5Y | -4.4% | +59.4% | -63.8% | -46.5% |
| All | +6.1% | +98.7% | -92.6% | -47.5% |
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