+76.1%
XBI vs DASH
-14.9%
+91.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.2% |
| 7D | +0.9% | -10.6% | +11.4% | +2.3% |
| 30D | +7.1% | +2.2% | +4.9% | +6.7% |
| 3M | +22.9% | +32.3% | -9.4% | +18.2% |
| 6M | +29.7% | +19.1% | +10.6% | +25.6% |
| YTD | +34.5% | -6.5% | +41.0% | +33.4% |
| 1Y | +76.1% | -14.9% | +90.9% | +78.1% |
| All | +76.1% | -14.9% | +91.0% | +78.1% |
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 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