-17.2%
DASH vs SRE
-7.5%
-9.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.9% | +11.2% | +7.4% |
| 7D | +17.2% | -2.1% | +19.3% | +16.4% |
| 30D | +3.6% | +6.1% | -2.5% | +5.5% |
| 3M | -1.9% | -3.5% | +1.7% | -3.9% |
| 6M | +15.1% | -10.8% | +25.9% | +8.9% |
| YTD | -12.3% | -4.0% | -8.3% | -12.8% |
| 1Y | -17.2% | -7.7% | -9.6% | -19.6% |
| All | -17.2% | -7.5% | -9.8% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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