-0.2%
DASH vs DHI
+59.4%
-59.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.0% | -2.3% | -4.0% |
| 7D | -11.2% | -2.0% | -9.1% | -10.3% |
| 30D | -7.3% | -8.3% | +1.0% | -3.6% |
| 3M | +31.4% | -3.7% | +35.2% | +33.3% |
| 6M | +11.9% | -5.4% | +17.3% | +13.6% |
| YTD | -11.5% | -3.0% | -8.5% | -12.5% |
| 1Y | -20.0% | -23.8% | +3.8% | -11.4% |
| 3Y | +143.9% | +21.8% | +122.1% | +73.4% |
| 5Y | -0.2% | +59.6% | -59.9% | -49.9% |
| All | -0.2% | +59.4% | -59.7% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling