+27.3%
DASH vs ACHR
-43.7%
+71.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.8% | -4.4% |
| 7D | -10.6% | -0.7% | -9.9% | -10.4% |
| 30D | +2.2% | +9.8% | -7.7% | -0.8% |
| 3M | +32.3% | -10.5% | +42.8% | +32.8% |
| 6M | +19.1% | -15.5% | +34.6% | +20.4% |
| YTD | -6.5% | -24.1% | +17.6% | -4.1% |
| 1Y | -14.9% | -32.4% | +17.5% | -11.6% |
| 3Y | +151.9% | -11.6% | +163.5% | +108.5% |
| 5Y | +9.4% | -42.9% | +52.3% | -19.8% |
| All | +27.3% | -43.7% | +71.0% | -7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling