-11.1%
DASH vs XHB
-1.7%
-9.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -10.2% | -4.1% | -6.1% | -8.6% |
| 30D | -8.2% | +9.6% | -17.8% | -10.4% |
| 3M | -15.9% | -6.0% | -9.9% | -14.8% |
| 6M | +13.3% | +2.2% | +11.1% | +12.8% |
| YTD | -21.3% | +1.1% | -22.4% | -22.0% |
| 1Y | -11.1% | -1.7% | -9.4% | -11.6% |
| All | -11.1% | -1.7% | -9.5% | -11.6% |
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