+43.4%
XOM vs DASH
-12.8%
+56.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.6% |
| 7D | -8.3% | -4.8% | -3.5% | -8.7% |
| 30D | -2.5% | -7.9% | +5.4% | -3.1% |
| 3M | +8.3% | -16.3% | +24.7% | +6.4% |
| 6M | +15.5% | +10.4% | +5.1% | +18.4% |
| YTD | +39.6% | -20.1% | +59.7% | +39.2% |
| All | +43.4% | -12.8% | +56.2% | +41.4% |
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