+477.0%
CIEN vs DASH
+8.6%
+468.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.6% | +5.7% | +2.2% |
| 7D | -15.2% | -10.6% | -4.6% | -12.9% |
| 30D | -21.5% | +2.2% | -23.6% | -22.0% |
| 3M | -40.1% | +32.3% | -72.3% | -44.5% |
| 6M | -6.6% | +19.1% | -25.7% | -12.3% |
| YTD | +37.3% | -6.5% | +43.8% | +37.1% |
| 1Y | +174.5% | -14.9% | +189.4% | +178.6% |
| 3Y | +562.3% | +151.9% | +410.3% | +415.0% |
| All | +477.0% | +8.6% | +468.4% | +347.4% |
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 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