+89.2%
AAPL vs DASH
+108.9%
-19.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | +5.0% | -2.8% | +7.8% | +5.5% |
| 30D | +3.5% | -9.3% | +12.8% | +5.1% |
| 3M | +13.1% | -15.1% | +28.1% | +16.0% |
| 6M | +19.0% | +8.7% | +10.3% | +15.9% |
| YTD | +28.5% | -21.3% | +49.8% | +32.9% |
| 1Y | +29.7% | -12.7% | +42.4% | +30.7% |
| 3Y | +89.2% | +103.8% | -14.5% | +59.5% |
| All | +89.2% | +108.9% | -19.7% | +59.5% |
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