+55.6%
AMZN vs DASH
-20.3%
+75.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.0% |
| 7D | +8.0% | -2.8% | +10.8% | +8.9% |
| 30D | +3.2% | -9.3% | +12.5% | +6.1% |
| 3M | -2.6% | -15.1% | +12.5% | +2.0% |
| 6M | -0.7% | +8.7% | -9.4% | -5.2% |
| YTD | +17.4% | -21.3% | +38.6% | +23.9% |
| 1Y | +9.0% | -12.7% | +21.7% | +10.4% |
| 3Y | +88.7% | +103.8% | -15.1% | +35.5% |
| 5Y | +55.6% | -16.8% | +72.4% | +18.8% |
| All | +55.6% | -20.3% | +75.9% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling