+101.8%
DASH vs AGI
+141.1%
-39.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.6% | -0.5% |
| 7D | +0.4% | +16.0% | -15.6% | -2.0% |
| 30D | -6.0% | +1.0% | -7.0% | -6.5% |
| 3M | -15.8% | +2.5% | -18.2% | -16.4% |
| 6M | +7.0% | -24.0% | +31.0% | +10.0% |
| YTD | -20.7% | -17.2% | -3.4% | -20.0% |
| 1Y | -8.5% | +4.9% | -13.4% | -10.9% |
| 3Y | +101.8% | +142.6% | -40.8% | +67.6% |
| All | +101.8% | +141.1% | -39.3% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling