+27.4%
AAPL vs DASH
-15.0%
+42.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.7% | +0.4% | -1.0% | -0.7% |
| 30D | +1.7% | -6.0% | +7.7% | +2.3% |
| 3M | +9.7% | -15.8% | +25.4% | +11.7% |
| 6M | +19.3% | +7.0% | +12.3% | +17.9% |
| YTD | +26.3% | -20.7% | +46.9% | +25.7% |
| 1Y | +27.4% | -8.5% | +35.9% | +26.2% |
| All | +27.4% | -15.0% | +42.3% | +26.2% |
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