-7.0%
DASH vs ACHR
-31.8%
+24.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.7% | -14.9% | -3.4% |
| 7D | +0.4% | +5.7% | -5.3% | -1.0% |
| 30D | -6.0% | -4.9% | -1.1% | -5.4% |
| 3M | -15.8% | -15.1% | -0.6% | -13.9% |
| 6M | +7.0% | -30.7% | +37.7% | +12.5% |
| YTD | -20.7% | -41.0% | +20.3% | -14.5% |
| 1Y | -8.5% | -50.0% | +41.5% | +1.6% |
| 3Y | +101.8% | -17.0% | +118.8% | +68.0% |
| All | -7.0% | -31.8% | +24.8% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling