-11.7%
DHR vs DASH
-24.3%
+12.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.8% | -0.8% |
| 7D | +2.6% | -4.1% | +6.7% | +3.3% |
| 30D | +4.2% | -10.6% | +14.8% | +5.8% |
| 3M | +13.0% | -18.8% | +31.8% | +16.5% |
| 6M | +40.2% | +11.2% | +29.0% | +36.2% |
| YTD | +2.0% | -23.8% | +25.8% | +5.2% |
| 1Y | +6.6% | -12.2% | +18.8% | +7.0% |
| 3Y | +19.9% | +97.3% | -77.4% | +1.3% |
| 5Y | -11.7% | -29.8% | +18.1% | -24.6% |
| All | -11.7% | -24.3% | +12.5% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling