-7.0%
DASH vs AEE
+52.8%
-59.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +0.4% | +2.1% | -1.7% | +0.1% |
| 30D | -6.0% | +11.4% | -17.4% | -7.6% |
| 3M | -15.8% | +5.0% | -20.7% | -16.4% |
| 6M | +7.0% | +4.4% | +2.5% | +6.1% |
| YTD | -20.7% | +15.4% | -36.1% | -23.3% |
| 1Y | -8.5% | +13.8% | -22.3% | -11.4% |
| 3Y | +101.8% | +58.0% | +43.8% | +79.9% |
| All | -7.0% | +52.8% | -59.8% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling