+68.6%
XBI vs DASH
-21.8%
+90.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.4% |
| 7D | -3.6% | -12.8% | +9.2% | -1.9% |
| 30D | +0.9% | -6.0% | +6.9% | +1.6% |
| 3M | +21.4% | +26.7% | -5.3% | +17.4% |
| 6M | +25.5% | +11.7% | +13.8% | +22.5% |
| YTD | +30.8% | -12.9% | +43.8% | +31.1% |
| 1Y | +68.6% | -23.1% | +91.7% | +74.0% |
| All | +68.6% | -21.8% | +90.3% | +74.0% |
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