+44.7%
XLU vs DASH
+2.7%
+42.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.3% | +6.2% | +1.1% |
| 7D | +2.1% | -11.2% | +13.3% | +2.6% |
| 30D | -0.4% | -7.3% | +6.9% | 0.0% |
| 3M | +0.5% | +31.4% | -31.0% | -1.0% |
| 6M | -5.8% | +11.9% | -17.7% | -6.5% |
| YTD | +3.1% | -11.5% | +14.6% | +3.6% |
| 1Y | +8.1% | -20.0% | +28.1% | +9.0% |
| 3Y | +50.5% | +143.9% | -93.4% | +42.0% |
| 5Y | +44.7% | -0.2% | +45.0% | +32.7% |
| All | +44.7% | +2.7% | +42.1% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling