+67.7%
AMZN vs DASH
-1.1%
+68.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.4% | +7.2% | +0.4% |
| 7D | +6.7% | +0.5% | +6.2% | +6.4% |
| 30D | +1.5% | -7.1% | +8.6% | +3.2% |
| 3M | -4.6% | -13.2% | +8.6% | -1.5% |
| 6M | -4.9% | +8.3% | -13.2% | -8.3% |
| YTD | +12.7% | -20.6% | +33.3% | +17.6% |
| 1Y | +4.0% | -24.4% | +28.4% | +9.1% |
| 3Y | +87.7% | +94.5% | -6.8% | +48.2% |
| 5Y | +47.9% | -9.4% | +57.3% | +15.0% |
| All | +67.7% | -1.1% | +68.8% | +27.1% |
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