+15.2%
XBI vs DASH
-0.6%
+15.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | +3.2% | -4.8% | +8.0% | +4.4% |
| 30D | +2.0% | -7.9% | +9.9% | +3.9% |
| 3M | -0.3% | -16.3% | +16.0% | +3.7% |
| 6M | +16.6% | +10.4% | +6.2% | +12.0% |
| YTD | +28.8% | -20.1% | +48.9% | +33.5% |
| 1Y | +44.6% | -11.4% | +56.0% | +45.2% |
| 3Y | +137.1% | +114.1% | +23.0% | +81.0% |
| 5Y | +22.8% | -5.8% | +28.5% | -1.1% |
| All | +15.2% | -0.6% | +15.8% | -10.0% |
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 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