+243.5%
SMH vs DASH
-24.3%
+267.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.1% |
| 7D | +12.1% | -4.1% | +16.1% | +13.5% |
| 30D | -14.7% | -10.6% | -4.1% | -12.2% |
| 3M | -14.2% | -18.8% | +4.6% | -9.6% |
| 6M | -10.6% | +11.2% | -21.8% | -15.8% |
| YTD | +39.3% | -23.8% | +63.1% | +46.7% |
| 1Y | +41.6% | -12.2% | +53.7% | +41.4% |
| 3Y | +223.4% | +97.3% | +126.1% | +141.4% |
| 5Y | +243.5% | -29.8% | +273.3% | +171.1% |
| All | +243.5% | -24.3% | +267.7% | +171.1% |
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