+71.8%
AMZN vs DASH
-5.8%
+77.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | +2.8% | -4.5% | +7.4% | +4.1% |
| 30D | +5.0% | -6.8% | +11.7% | +6.5% |
| 3M | +0.6% | -20.7% | +21.3% | +6.5% |
| 6M | -1.3% | +15.1% | -16.3% | -6.4% |
| YTD | +15.5% | -24.3% | +39.8% | +22.1% |
| 1Y | +12.2% | -12.1% | +24.4% | +13.3% |
| 3Y | +87.0% | +91.1% | -4.0% | +48.4% |
| 5Y | +51.3% | -30.3% | +81.6% | +20.9% |
| All | +71.8% | -5.8% | +77.6% | +32.0% |
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