+11.7%
DASH vs DHI
+109.2%
-97.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.1% |
| 7D | -10.6% | -3.1% | -7.4% | -9.3% |
| 30D | +2.2% | -5.5% | +7.6% | +4.5% |
| 3M | +32.3% | -2.2% | +34.5% | +33.1% |
| 6M | +19.1% | -6.0% | +25.1% | +21.2% |
| YTD | -6.5% | 0.0% | -6.5% | -8.8% |
| 1Y | -14.9% | -18.2% | +3.3% | -9.3% |
| 3Y | +151.9% | +22.5% | +129.4% | +87.5% |
| 5Y | +9.4% | +58.4% | -48.9% | -38.9% |
| All | +11.7% | +109.2% | -97.5% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling