+58.6%
XLU vs DASH
+108.9%
-50.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | +0.7% | -2.8% | +3.5% | +0.8% |
| 30D | +5.6% | -9.3% | +14.9% | +5.9% |
| 3M | +2.1% | -15.1% | +17.2% | +2.6% |
| 6M | -0.9% | +8.7% | -9.6% | -1.4% |
| YTD | +4.6% | -21.3% | +25.9% | +6.0% |
| 1Y | +0.3% | -12.7% | +13.0% | +0.8% |
| 3Y | +58.6% | +103.8% | -45.2% | +45.6% |
| All | +58.6% | +108.9% | -50.4% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling