+7.2%
DASH vs ACHR
-52.1%
+59.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.7% |
| 7D | -10.2% | +18.0% | -28.2% | -13.8% |
| 30D | -8.2% | +3.6% | -11.9% | -9.4% |
| 3M | -15.9% | -28.4% | +12.5% | -10.3% |
| 6M | +13.3% | -25.7% | +39.0% | +17.4% |
| YTD | -21.3% | -35.4% | +14.1% | -16.8% |
| 1Y | -11.1% | -45.6% | +34.5% | -2.7% |
| 3Y | +103.8% | -2.2% | +106.0% | +61.7% |
| 5Y | -21.6% | -20.3% | -1.3% | -49.4% |
| All | +7.2% | -52.1% | +59.3% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling