+7.2%
DASH vs ACHR
-53.6%
+60.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.0% |
| 7D | -2.8% | +14.0% | -16.8% | -5.9% |
| 30D | -9.3% | -5.0% | -4.2% | -8.6% |
| 3M | -15.1% | -24.8% | +9.7% | -10.5% |
| 6M | +8.7% | -27.3% | +36.1% | +13.2% |
| YTD | -21.3% | -37.4% | +16.1% | -16.2% |
| 1Y | -12.7% | -44.3% | +31.6% | -5.0% |
| 3Y | +103.8% | -5.2% | +109.0% | +62.9% |
| 5Y | -16.8% | -20.8% | +4.0% | -46.3% |
| All | +7.2% | -53.6% | +60.7% | -19.6% |
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