-16.8%
DASH vs AEIS
+145.7%
-162.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.9% |
| 7D | -2.8% | -6.9% | +4.1% | -1.2% |
| 30D | -9.3% | -23.2% | +13.9% | -2.0% |
| 3M | -15.1% | -29.5% | +14.4% | -6.8% |
| 6M | +8.7% | -37.9% | +46.6% | +19.9% |
| YTD | -21.3% | +6.0% | -27.3% | -39.3% |
| 1Y | -12.7% | +1.2% | -13.9% | -31.1% |
| 3Y | +103.8% | +150.0% | -46.2% | -25.3% |
| 5Y | -16.8% | +141.9% | -158.7% | -73.3% |
| All | -16.8% | +145.7% | -162.5% | -73.3% |
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