-12.1%
DASH vs PHM
+7.4%
-19.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -4.5% | -4.1% | -0.4% | -3.4% |
| 30D | -6.8% | +16.1% | -22.9% | -9.5% |
| 3M | -20.7% | -2.5% | -18.2% | -20.5% |
| 6M | +15.1% | +12.9% | +2.1% | +14.3% |
| YTD | -24.3% | +9.0% | -33.3% | -25.2% |
| 1Y | -12.1% | +8.2% | -20.3% | -13.0% |
| All | -12.1% | +7.4% | -19.5% | -13.0% |
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