-11.1%
DASH vs SRE
-13.4%
+2.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -10.2% | -5.6% | -4.6% | -11.5% |
| 30D | -8.2% | -4.5% | -3.8% | -9.2% |
| 3M | -15.9% | -7.7% | -8.2% | -18.3% |
| 6M | +13.3% | -14.4% | +27.7% | +6.6% |
| YTD | -21.3% | -9.4% | -11.9% | -22.8% |
| 1Y | -11.1% | -13.8% | +2.7% | -14.6% |
| All | -11.1% | -13.4% | +2.2% | -14.6% |
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