-12.1%
DASH vs XHB
-2.2%
-10.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.9% |
| 7D | -4.5% | -0.2% | -4.3% | -4.5% |
| 30D | -6.8% | +9.9% | -16.7% | -9.0% |
| 3M | -20.7% | -6.3% | -14.4% | -19.4% |
| 6M | +15.1% | +3.8% | +11.2% | +14.8% |
| YTD | -24.3% | +0.1% | -24.4% | -24.4% |
| 1Y | -12.1% | -0.8% | -11.3% | -12.0% |
| All | -12.1% | -2.2% | -10.0% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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