+191.1%
AAPL vs DASH
-1.1%
+192.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.4% | +7.9% | +0.2% |
| 7D | -1.4% | +0.5% | -1.9% | -1.6% |
| 30D | +3.2% | -7.1% | +10.2% | +4.2% |
| 3M | +10.8% | -13.2% | +24.0% | +13.1% |
| 6M | +21.3% | +8.3% | +13.0% | +18.3% |
| YTD | +26.9% | -20.6% | +47.5% | +30.3% |
| 1Y | +27.9% | -24.4% | +52.3% | +31.7% |
| 3Y | +97.5% | +94.5% | +2.9% | +67.7% |
| 5Y | +132.9% | -9.4% | +142.4% | +96.7% |
| All | +191.1% | -1.1% | +192.3% | +142.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling