-9.4%
DASH vs AA
-12.1%
+2.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -5.3% | -4.1% | -8.1% |
| 7D | +0.5% | -3.7% | +4.2% | +1.6% |
| 30D | -7.1% | -10.8% | +3.7% | -4.4% |
| 3M | -13.2% | -19.1% | +5.9% | -9.2% |
| 6M | +8.3% | -38.7% | +47.0% | +18.9% |
| YTD | -20.6% | -27.1% | +6.6% | -18.3% |
| 1Y | -24.4% | +8.3% | -32.7% | -31.2% |
| 3Y | +94.5% | +49.6% | +45.0% | +45.4% |
| 5Y | -9.4% | -15.5% | +6.0% | -22.0% |
| All | -9.4% | -12.1% | +2.6% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling