-11.1%
DASH vs AEM
+11.3%
-22.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | -10.2% | +1.4% | -11.6% | -10.5% |
| 30D | -8.2% | -1.2% | -7.0% | -8.6% |
| 3M | -15.9% | +2.5% | -18.5% | -16.8% |
| 6M | +13.3% | -5.1% | +18.4% | +12.3% |
| YTD | -21.3% | +10.4% | -31.7% | -25.4% |
| 1Y | -11.1% | +11.8% | -22.9% | -16.0% |
| All | -11.1% | +11.3% | -22.4% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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