+217.7%
ADI vs DASH
-2.1%
+219.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +0.7% | -10.2% | +10.9% | +3.1% |
| 30D | +0.7% | -8.2% | +8.9% | +2.2% |
| 3M | +6.5% | -15.9% | +22.4% | +9.8% |
| 6M | -2.7% | +13.3% | -16.0% | -6.8% |
| YTD | +52.2% | -21.3% | +73.5% | +56.8% |
| 1Y | +77.5% | -11.1% | +88.6% | +77.3% |
| 3Y | +148.8% | +103.8% | +45.0% | +104.2% |
| 5Y | +142.9% | -21.6% | +164.5% | +109.3% |
| All | +217.7% | -2.1% | +219.7% | +163.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling