-12.7%
DASH vs AEP
+9.0%
-21.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.4% |
| 7D | -2.8% | -0.8% | -2.0% | -3.1% |
| 30D | -9.3% | +4.9% | -14.2% | -7.3% |
| 3M | -15.1% | +4.9% | -19.9% | -13.4% |
| 6M | +8.7% | -0.3% | +9.0% | +9.0% |
| YTD | -21.3% | +14.3% | -35.6% | -13.4% |
| 1Y | -12.7% | +7.5% | -20.2% | -4.0% |
| All | -12.7% | +9.0% | -21.6% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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