+41.3%
XOM vs DASH
-11.9%
+53.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.4% |
| 7D | -7.3% | -2.8% | -4.6% | -7.4% |
| 30D | -2.6% | -9.3% | +6.6% | -3.5% |
| 3M | +3.6% | -15.1% | +18.7% | +2.0% |
| 6M | +15.3% | +8.7% | +6.5% | +17.9% |
| YTD | +39.4% | -21.3% | +60.7% | +38.8% |
| All | +41.3% | -11.9% | +53.1% | +39.4% |
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