+10.7%
XLI vs DASH
-14.1%
+24.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | -1.5% | -2.8% | +1.3% | -1.2% |
| 30D | -0.3% | -9.3% | +9.0% | +0.3% |
| 3M | -8.4% | -15.1% | +6.7% | -7.6% |
| 6M | -2.1% | +8.7% | -10.8% | -2.9% |
| YTD | +9.6% | -21.3% | +30.9% | +9.8% |
| 1Y | +10.7% | -12.7% | +23.3% | +9.6% |
| All | +10.7% | -14.1% | +24.8% | +9.6% |
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