+102.1%
DASH vs PHM
+67.6%
+34.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.8% | -9.2% |
| 7D | +0.5% | +8.7% | -8.2% | -1.4% |
| 30D | -7.1% | +16.4% | -23.5% | -10.4% |
| 3M | -13.2% | +1.8% | -15.0% | -13.8% |
| 6M | +8.3% | +15.1% | -6.8% | +4.8% |
| YTD | -20.6% | +16.0% | -36.6% | -24.0% |
| 1Y | -24.4% | +14.1% | -38.5% | -27.6% |
| All | +102.1% | +67.6% | +34.4% | +46.6% |
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