-17.2%
DASH vs PHM
+16.2%
-33.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +7.2% | +1.2% | +6.3% |
| 7D | +17.2% | +13.6% | +3.6% | +13.5% |
| 30D | +3.6% | +19.3% | -15.7% | -0.8% |
| 3M | -1.9% | +3.5% | -5.4% | -3.5% |
| 6M | +15.1% | +18.6% | -3.5% | +11.7% |
| YTD | -12.3% | +16.7% | -29.0% | -16.0% |
| 1Y | -17.2% | +14.6% | -31.8% | -21.8% |
| All | -17.2% | +16.2% | -33.4% | -21.8% |
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