+20.3%
XBI vs DASH
+16.3%
+3.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.9% |
| 7D | +0.9% | -10.6% | +11.4% | +3.8% |
| 30D | +7.1% | +2.2% | +4.9% | +6.3% |
| 3M | +22.9% | +32.3% | -9.4% | +13.5% |
| 6M | +29.7% | +19.1% | +10.6% | +22.3% |
| YTD | +34.5% | -6.5% | +41.0% | +34.6% |
| 1Y | +76.1% | -14.9% | +90.9% | +78.8% |
| 3Y | +103.2% | +151.9% | -48.8% | +48.6% |
| 5Y | +22.8% | +9.4% | +13.4% | -4.4% |
| All | +20.3% | +16.3% | +3.9% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling