-14.9%
DASH vs ACWI
+23.6%
-38.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -10.6% | +0.5% | -11.1% | -11.0% |
| 30D | +2.2% | +0.9% | +1.3% | +1.1% |
| 3M | +32.3% | +2.4% | +29.9% | +28.7% |
| 6M | +19.1% | +12.4% | +6.7% | +3.6% |
| YTD | -6.5% | +15.2% | -21.7% | -21.4% |
| 1Y | -14.9% | +22.7% | -37.6% | -32.9% |
| All | -14.9% | +23.6% | -38.5% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling