-17.2%
DASH vs EIX
+18.9%
-36.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.1% | +5.2% | +8.6% |
| 7D | +17.2% | +4.5% | +12.7% | +17.6% |
| 30D | +3.6% | +15.2% | -11.7% | +5.1% |
| 3M | -1.9% | -11.6% | +9.7% | -3.5% |
| 6M | +15.1% | -8.4% | +23.4% | +17.6% |
| YTD | -12.3% | +8.2% | -20.5% | -0.4% |
| 1Y | -17.2% | +16.6% | -33.8% | -0.9% |
| All | -17.2% | +18.9% | -36.1% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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