-11.1%
DASH vs XRT
+15.4%
-26.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -10.2% | -1.4% | -8.8% | -8.9% |
| 30D | -8.2% | +9.8% | -18.0% | -14.3% |
| 3M | -15.9% | +3.3% | -19.2% | -17.9% |
| 6M | +13.3% | +13.6% | -0.3% | +3.0% |
| YTD | -21.3% | +9.1% | -30.3% | -26.4% |
| 1Y | -11.1% | +15.1% | -26.2% | -19.2% |
| All | -11.1% | +15.4% | -26.6% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling