+114.1%
DASH vs PHM
+70.2%
+43.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.8% | +0.1% |
| 7D | -4.8% | +3.5% | -8.3% | -5.6% |
| 30D | -7.9% | +21.2% | -29.1% | -12.0% |
| 3M | -16.3% | +2.5% | -18.8% | -17.0% |
| 6M | +10.4% | +16.1% | -5.7% | +6.6% |
| YTD | -20.1% | +16.6% | -36.7% | -23.7% |
| 1Y | -11.4% | +14.4% | -25.9% | -15.2% |
| 3Y | +114.1% | +71.9% | +42.2% | +58.7% |
| All | +114.1% | +70.2% | +43.9% | +58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling