+7.4%
DASH vs XHB
+37.5%
-30.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -5.4% |
| 7D | -10.6% | -1.3% | -9.3% | -9.7% |
| 30D | +2.2% | -6.9% | +9.0% | +7.9% |
| 3M | +32.3% | -1.3% | +33.5% | +32.5% |
| 6M | +19.1% | -6.8% | +25.9% | +23.9% |
| YTD | -6.5% | +0.7% | -7.2% | -10.5% |
| 1Y | -14.9% | -11.2% | -3.7% | -9.6% |
| 3Y | +151.9% | +25.3% | +126.6% | +64.3% |
| All | +7.4% | +37.5% | -30.1% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling