-2.4%
DASH vs XE
-62.6%
+60.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.9% | -6.1% | -3.3% |
| 7D | -4.1% | +25.1% | -29.2% | -4.7% |
| 30D | -10.6% | -11.5% | +0.9% | -10.4% |
| 3M | -18.8% | -44.7% | +25.9% | -17.8% |
| 6M | +11.2% | -64.5% | +75.7% | +4.8% |
| All | -2.4% | -62.6% | +60.2% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 5y: compounded portfolio wealth divided by compounded XE 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…
5y analysis · Full analysis span regression · 6 months rolling