+66.6%
AMZN vs DASH
+16.3%
+50.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.5% | +1.1% |
| 7D | -3.0% | -10.6% | +7.6% | +0.1% |
| 30D | -5.2% | +2.2% | -7.3% | -5.9% |
| 3M | +1.9% | +32.3% | -30.4% | -6.3% |
| 6M | +19.2% | +19.1% | +0.1% | +12.1% |
| YTD | +12.0% | -6.5% | +18.5% | +12.4% |
| 1Y | +9.7% | -14.9% | +24.6% | +11.9% |
| 3Y | +87.2% | +151.9% | -64.8% | +37.7% |
| 5Y | +48.7% | +9.4% | +39.2% | +11.0% |
| All | +66.6% | +16.3% | +50.2% | +21.4% |
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