+48.6%
AMZN vs DASH
-9.9%
+58.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +7.9% | +0.4% | +7.5% | +7.5% |
| 30D | -0.2% | -6.0% | +5.8% | +1.3% |
| 3M | -4.8% | -15.8% | +11.0% | -0.1% |
| 6M | -5.7% | +7.0% | -12.7% | -9.5% |
| YTD | +12.3% | -20.7% | +33.0% | +18.2% |
| 1Y | +6.7% | -8.5% | +15.2% | +6.2% |
| 3Y | +85.6% | +101.8% | -16.2% | +34.8% |
| All | +48.6% | -9.9% | +58.5% | +7.2% |
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