-9.4%
DASH vs ALL
+155.0%
-164.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.9% | -8.5% | -9.2% |
| 7D | +0.5% | +4.2% | -3.7% | -0.3% |
| 30D | -7.1% | +18.9% | -26.0% | -10.5% |
| 3M | -13.2% | +1.2% | -14.4% | -13.5% |
| 6M | +8.3% | +23.2% | -14.9% | +3.3% |
| YTD | -20.6% | +30.0% | -50.6% | -25.4% |
| 1Y | -24.4% | +39.6% | -64.0% | -30.4% |
| 3Y | +94.5% | +115.2% | -20.7% | +57.2% |
| 5Y | -9.4% | +156.2% | -165.7% | -25.0% |
| All | -9.4% | +155.0% | -164.4% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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