-5.9%
DASH vs XRT
+61.7%
-67.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 7D | -2.8% | +4.1% | -6.9% | -6.3% |
| 30D | -9.3% | +9.9% | -19.2% | -16.9% |
| 3M | -15.1% | +2.3% | -17.3% | -16.7% |
| 6M | +8.7% | +9.6% | -0.8% | -0.4% |
| YTD | -21.3% | +9.1% | -30.4% | -27.9% |
| 1Y | -12.7% | +16.2% | -28.9% | -25.0% |
| 3Y | +103.8% | +60.1% | +43.7% | +19.5% |
| 5Y | -16.8% | -0.5% | -16.3% | -24.7% |
| All | -5.9% | +61.7% | -67.6% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling