+43.4%
SMH vs DASH
-16.7%
+60.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +8.3% | -11.1% | -2.9% |
| 7D | -11.2% | +17.2% | -28.3% | -11.7% |
| 30D | -20.4% | +3.6% | -24.0% | -20.4% |
| 3M | -12.4% | -1.9% | -10.5% | -12.4% |
| 6M | -0.5% | +15.1% | -15.6% | -2.2% |
| YTD | +40.0% | -12.3% | +52.3% | +41.8% |
| 1Y | +43.4% | -17.2% | +60.6% | +45.9% |
| All | +43.4% | -16.7% | +60.1% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling