+147.4%
ADI vs DASH
+105.9%
+41.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.8% | +8.4% |
| 7D | -4.4% | -4.8% | +0.4% | -3.4% |
| 30D | -2.8% | -7.9% | +5.1% | -1.3% |
| 3M | +1.5% | -16.3% | +17.8% | +4.9% |
| 6M | -4.7% | +10.4% | -15.1% | -8.5% |
| YTD | +46.8% | -20.1% | +66.9% | +53.8% |
| 1Y | +74.9% | -11.4% | +86.3% | +76.3% |
| 3Y | +147.4% | +114.1% | +33.4% | +75.7% |
| All | +147.4% | +105.9% | +41.6% | +75.7% |
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 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