-7.0%
DASH vs AEIS
+109.5%
-116.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.1% | -6.3% | -2.3% |
| 7D | +0.4% | -11.3% | +11.7% | +3.6% |
| 30D | -6.0% | -32.6% | +26.5% | +6.7% |
| 3M | -15.8% | -39.2% | +23.4% | -2.1% |
| 6M | +7.0% | -45.4% | +52.3% | +23.9% |
| YTD | -20.7% | -5.8% | -14.9% | -36.1% |
| 1Y | -8.5% | -10.0% | +1.4% | -24.6% |
| 3Y | +101.8% | +121.2% | -19.4% | -22.5% |
| All | -7.0% | +109.5% | -116.5% | -68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling