+11.7%
DASH vs XHB
+89.3%
-77.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.8% |
| 3M | +32.3% | -1.3% | +33.5% | +32.5% |
| 6M | +19.1% | -6.8% | +25.9% | +23.8% |
| YTD | -6.5% | +0.7% | -7.2% | -10.3% |
| 1Y | -14.9% | -11.2% | -3.7% | -9.7% |
| 3Y | +151.9% | +25.3% | +126.6% | +70.3% |
| 5Y | +9.4% | +37.3% | -27.9% | -37.0% |
| All | +11.7% | +89.3% | -77.6% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling