-29.3%
DASH vs FXI
-9.2%
-20.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -4.5% | -4.2% | -0.3% | -2.1% |
| 30D | -6.8% | -1.1% | -5.7% | -6.1% |
| 3M | -20.7% | -4.0% | -16.7% | -18.8% |
| 6M | +15.1% | -11.8% | +26.9% | +23.2% |
| YTD | -24.3% | -11.9% | -12.4% | -19.2% |
| 1Y | -12.1% | -16.1% | +4.0% | -3.5% |
| 3Y | +91.1% | +38.8% | +52.3% | +36.5% |
| All | -29.3% | -9.2% | -20.2% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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