+17.2%
XLI vs DASH
-14.9%
+32.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +0.7% |
| 7D | -1.1% | -10.6% | +9.5% | -0.4% |
| 30D | -5.9% | +2.2% | -8.1% | -6.1% |
| 3M | -0.3% | +32.3% | -32.5% | -2.3% |
| 6M | +0.1% | +19.1% | -19.0% | -1.5% |
| YTD | +13.6% | -6.5% | +20.1% | +13.5% |
| 1Y | +17.2% | -14.9% | +32.1% | +19.5% |
| All | +17.2% | -14.9% | +32.1% | +19.5% |
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