-8.7%
DHR vs DASH
+152.1%
-160.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.0% | -0.9% |
| 7D | -3.9% | -10.6% | +6.7% | -2.3% |
| 30D | +4.0% | +2.2% | +1.9% | +3.6% |
| 3M | +11.5% | +32.3% | -20.8% | +6.8% |
| 6M | +1.9% | +19.1% | -17.3% | -1.3% |
| YTD | -8.9% | -6.5% | -2.4% | -9.1% |
| 1Y | +5.1% | -14.9% | +20.0% | +5.6% |
| All | -8.7% | +152.1% | -160.7% | -22.4% |
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