+7.4%
DASH vs ALL
+118.4%
-111.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -4.3% |
| 7D | -10.6% | 0.0% | -10.6% | -10.6% |
| 30D | +2.2% | -1.5% | +3.6% | +2.4% |
| 3M | +32.3% | +23.6% | +8.6% | +26.2% |
| 6M | +19.1% | +22.3% | -3.2% | +13.8% |
| YTD | -6.5% | +26.5% | -33.0% | -11.6% |
| 1Y | -14.9% | +27.0% | -41.9% | -19.8% |
| 3Y | +151.9% | +149.6% | +2.4% | +95.1% |
| All | +7.4% | +118.4% | -111.0% | -9.0% |
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