+181.3%
ADI vs DASH
+16.3%
+165.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.2% | +2.6% |
| 7D | +0.4% | -10.6% | +11.0% | +2.8% |
| 30D | -3.8% | +2.2% | -5.9% | -4.4% |
| 3M | -15.3% | +32.3% | -47.5% | -20.7% |
| 6M | +6.7% | +19.1% | -12.4% | +1.2% |
| YTD | +34.8% | -6.5% | +41.3% | +34.6% |
| 1Y | +49.0% | -14.9% | +63.9% | +50.9% |
| 3Y | +108.1% | +151.9% | -43.9% | +63.5% |
| 5Y | +142.4% | +9.4% | +133.0% | +98.2% |
| All | +181.3% | +16.3% | +165.0% | +126.3% |
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