+11.7%
DASH vs AGI
+320.5%
-308.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.3% |
| 7D | -10.6% | +0.6% | -11.2% | -10.7% |
| 30D | +2.2% | +18.2% | -16.1% | -1.2% |
| 3M | +32.3% | -4.1% | +36.4% | +32.5% |
| 6M | +19.1% | -28.7% | +47.8% | +25.3% |
| YTD | -6.5% | -4.0% | -2.5% | -7.9% |
| 1Y | -14.9% | +17.4% | -32.3% | -19.9% |
| 3Y | +151.9% | +203.0% | -51.1% | +86.9% |
| 5Y | +9.4% | +376.7% | -367.2% | -28.7% |
| All | +11.7% | +320.5% | -308.8% | -28.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling