-12.7%
DASH vs AEE
+12.4%
-25.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.6% |
| 7D | -2.8% | +3.0% | -5.8% | -2.1% |
| 30D | -9.3% | +11.2% | -20.5% | -5.8% |
| 3M | -15.1% | +7.0% | -22.1% | -13.5% |
| 6M | +8.7% | +5.7% | +3.0% | +11.8% |
| YTD | -21.3% | +16.2% | -37.5% | -11.8% |
| 1Y | -12.7% | +12.0% | -24.7% | -4.1% |
| All | -12.7% | +12.4% | -25.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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