+10.8%
XLI vs DASH
-12.8%
+23.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.8% |
| 7D | -0.5% | -4.8% | +4.3% | -0.1% |
| 30D | -0.2% | -7.9% | +7.7% | +0.3% |
| 3M | -8.6% | -16.3% | +7.8% | -7.7% |
| 6M | -2.0% | +10.4% | -12.4% | -2.9% |
| YTD | +9.7% | -20.1% | +29.8% | +9.8% |
| All | +10.8% | -12.8% | +23.6% | +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