+153.0%
DASH vs XHB
+26.1%
+126.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -5.0% |
| 7D | -10.6% | -1.3% | -9.3% | -10.1% |
| 30D | +2.2% | -6.9% | +9.0% | +5.2% |
| 3M | +32.3% | -1.3% | +33.5% | +32.7% |
| 6M | +19.1% | -6.8% | +25.9% | +21.8% |
| YTD | -6.5% | +0.7% | -7.2% | -8.3% |
| 1Y | -14.9% | -11.2% | -3.7% | -11.5% |
| All | +153.0% | +26.1% | +126.9% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling