-14.9%
DASH vs PHM
-6.9%
-7.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.6% |
| 7D | -10.6% | -3.2% | -7.4% | -10.1% |
| 30D | +2.2% | -6.4% | +8.6% | +3.2% |
| 3M | +32.3% | +5.5% | +26.8% | +32.0% |
| 6M | +19.1% | -5.4% | +24.6% | +17.0% |
| YTD | -6.5% | +6.6% | -13.1% | -8.2% |
| 1Y | -14.9% | -8.8% | -6.1% | -15.4% |
| All | -14.9% | -6.9% | -7.9% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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