+12.3%
XLI vs DASH
-13.3%
+25.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +3.8% | -4.5% | +8.3% | +4.1% |
| 30D | +1.0% | -6.8% | +7.8% | +1.5% |
| 3M | -8.9% | -20.7% | +11.8% | -7.7% |
| 6M | -2.3% | +15.1% | -17.3% | -3.3% |
| YTD | +9.7% | -24.3% | +33.9% | +10.0% |
| 1Y | +12.3% | -12.1% | +24.4% | +12.1% |
| All | +12.3% | -13.3% | +25.6% | +12.1% |
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