0.0%
DASH vs ACI
-39.5%
+39.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.5% | +4.8% | +7.9% |
| 7D | +17.2% | +4.5% | +12.7% | +16.6% |
| 30D | +3.6% | +20.9% | -17.3% | +1.1% |
| 3M | -1.9% | +15.2% | -17.1% | -3.7% |
| 6M | +15.1% | -13.3% | +28.4% | +16.3% |
| YTD | -12.3% | -16.2% | +3.9% | -11.5% |
| 1Y | -17.2% | -16.9% | -0.4% | -16.4% |
| 3Y | +114.7% | -30.8% | +145.6% | +122.0% |
| All | 0.0% | -39.5% | +39.5% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling