-11.6%
DASH vs AEIS
+9.0%
-20.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.2% |
| 7D | -4.1% | +23.2% | -27.3% | -3.4% |
| 30D | -10.6% | -17.0% | +6.4% | -11.2% |
| 3M | -18.8% | -32.2% | +13.4% | -19.6% |
| 6M | +11.2% | -32.6% | +43.8% | +10.1% |
| YTD | -23.8% | +9.4% | -33.2% | -29.1% |
| All | -11.6% | +9.0% | -20.6% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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