-17.2%
DASH vs IJH
+17.8%
-35.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.7% | +7.8% |
| 7D | +17.2% | +1.7% | +15.5% | +15.6% |
| 30D | +3.6% | +1.2% | +2.3% | +2.6% |
| 3M | -1.9% | -3.4% | +1.6% | +0.6% |
| 6M | +15.1% | +3.7% | +11.4% | +10.7% |
| YTD | -12.3% | +13.9% | -26.2% | -21.6% |
| 1Y | -17.2% | +17.4% | -34.7% | -29.4% |
| All | -17.2% | +17.8% | -35.0% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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