-11.3%
DASH vs PHM
+14.7%
-26.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.8% | 0.0% |
| 7D | -4.8% | +3.5% | -8.3% | -5.8% |
| 30D | -7.9% | +21.2% | -29.1% | -11.8% |
| 3M | -16.3% | +2.5% | -18.8% | -17.5% |
| 6M | +10.4% | +16.1% | -5.7% | +7.4% |
| YTD | -20.1% | +16.6% | -36.7% | -22.8% |
| All | -11.3% | +14.7% | -26.0% | -14.7% |
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