+55.3%
SOXX vs DASH
-13.3%
+68.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.6% |
| 7D | +9.4% | -4.5% | +13.9% | +9.6% |
| 30D | -13.8% | -6.8% | -7.0% | -13.1% |
| 3M | -18.6% | -20.7% | +2.1% | -17.9% |
| 6M | -15.1% | +15.1% | -30.2% | -16.7% |
| YTD | +49.0% | -24.3% | +73.3% | +53.4% |
| 1Y | +55.3% | -12.1% | +67.4% | +56.8% |
| All | +55.3% | -13.3% | +68.5% | +56.8% |
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 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