-8.5%
DASH vs PHM
+11.3%
-19.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.8% | +0.4% |
| 7D | +0.4% | +6.2% | -5.8% | -1.1% |
| 30D | -6.0% | +17.9% | -24.0% | -9.4% |
| 3M | -15.8% | +2.5% | -18.2% | -16.7% |
| 6M | +7.0% | +10.8% | -3.8% | +4.7% |
| YTD | -20.7% | +13.7% | -34.4% | -22.8% |
| 1Y | -8.5% | +12.4% | -20.9% | -11.7% |
| All | -8.5% | +11.3% | -19.8% | -11.7% |
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