+19.9%
DHR vs DASH
+94.3%
-74.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.7% |
| 7D | -0.9% | +0.4% | -1.2% | -1.0% |
| 30D | +5.4% | -6.0% | +11.4% | +6.1% |
| 3M | +15.3% | -15.8% | +31.1% | +17.7% |
| 6M | +32.1% | +7.0% | +25.2% | +29.8% |
| YTD | +1.2% | -20.7% | +21.9% | +3.0% |
| 1Y | +10.1% | -8.5% | +18.6% | +9.6% |
| 3Y | +19.9% | +101.8% | -81.9% | +3.8% |
| All | +19.9% | +94.3% | -74.4% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 3y: compounded portfolio wealth divided by compounded DASH 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…
3y analysis · Full analysis span regression · 6 months rolling