+7.4%
DASH vs ACI
-42.9%
+50.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.4% |
| 3M | +32.3% | -19.8% | +52.1% | +35.0% |
| 6M | +19.1% | -24.7% | +43.9% | +22.4% |
| YTD | -6.5% | -24.4% | +17.9% | -4.4% |
| 1Y | -14.9% | -31.5% | +16.6% | -11.7% |
| 3Y | +151.9% | -38.7% | +190.6% | +164.5% |
| All | +7.4% | -42.9% | +50.4% | +9.9% |
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