-9.4%
DASH vs ACI
-41.7%
+32.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.6% | -5.8% | -8.9% |
| 7D | +0.5% | +3.5% | -3.0% | +0.2% |
| 30D | -7.1% | +16.8% | -23.8% | -8.8% |
| 3M | -13.2% | +13.1% | -26.3% | -14.5% |
| 6M | +8.3% | -15.6% | +23.9% | +9.9% |
| YTD | -20.6% | -19.2% | -1.3% | -19.4% |
| 1Y | -24.4% | -20.7% | -3.7% | -23.1% |
| 3Y | +94.5% | -33.4% | +127.9% | +102.2% |
| 5Y | -9.4% | -41.7% | +32.2% | -7.7% |
| All | -9.4% | -41.7% | +32.3% | -7.7% |
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