-14.9%
DASH vs AA
+63.2%
-78.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.5% | -4.6% |
| 7D | -10.6% | -0.7% | -9.9% | -10.6% |
| 30D | +2.2% | +5.0% | -2.8% | +2.1% |
| 3M | +32.3% | -35.8% | +68.1% | +33.8% |
| 6M | +19.1% | -18.4% | +37.5% | +16.8% |
| YTD | -6.5% | -5.5% | -1.0% | -9.6% |
| 1Y | -14.9% | +61.0% | -75.9% | -19.5% |
| All | -14.9% | +63.2% | -78.1% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling