-11.3%
DASH vs XME
+3.2%
-14.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.8% | -0.2% |
| 7D | -4.8% | +0.9% | -5.7% | -5.0% |
| 30D | -7.9% | -7.3% | -0.6% | -7.0% |
| 3M | -16.3% | -14.8% | -1.6% | -14.9% |
| 6M | +10.4% | -18.4% | +28.8% | +12.6% |
| YTD | -20.1% | -4.7% | -15.4% | -21.9% |
| All | -11.3% | +3.2% | -14.6% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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