-5.1%
DASH vs AA
+71.3%
-76.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -5.3% | -4.1% | -8.3% |
| 7D | +0.5% | -3.7% | +4.2% | +1.4% |
| 30D | -7.1% | -10.8% | +3.7% | -4.8% |
| 3M | -13.2% | -19.1% | +5.9% | -9.8% |
| 6M | +8.3% | -38.7% | +47.0% | +17.4% |
| YTD | -20.6% | -27.1% | +6.6% | -18.4% |
| 1Y | -24.4% | +8.3% | -32.7% | -29.8% |
| 3Y | +94.5% | +49.6% | +45.0% | +56.2% |
| 5Y | -9.4% | -15.5% | +6.0% | -16.4% |
| All | -5.1% | +71.3% | -76.4% | -9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling