+180.3%
ADI vs DASH
-1.1%
+181.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -9.4% | -1.7% | -9.2% |
| 7D | -16.7% | +0.5% | -17.2% | -16.8% |
| 30D | -14.2% | -7.1% | -7.1% | -13.1% |
| 3M | -4.1% | -13.2% | +9.1% | -1.9% |
| 6M | -10.3% | +8.3% | -18.6% | -13.3% |
| YTD | +34.3% | -20.6% | +54.9% | +38.1% |
| 1Y | +54.9% | -24.4% | +79.3% | +60.0% |
| 3Y | +125.3% | +94.5% | +30.8% | +86.6% |
| 5Y | +113.1% | -9.4% | +122.5% | +80.0% |
| All | +180.3% | -1.1% | +181.5% | +132.3% |
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