+153.0%
DASH vs ACI
-38.5%
+191.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.6% |
| 7D | -10.6% | +0.2% | -10.7% | -10.6% |
| 30D | +2.2% | +5.9% | -3.8% | +2.0% |
| 3M | +32.3% | -19.8% | +52.1% | +32.0% |
| 6M | +19.1% | -24.7% | +43.9% | +18.8% |
| YTD | -6.5% | -24.4% | +17.9% | -7.1% |
| 1Y | -14.9% | -31.5% | +16.6% | -14.7% |
| All | +153.0% | -38.5% | +191.5% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling