+7.4%
DASH vs ALLE
+13.7%
-6.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -5.2% |
| 7D | -10.6% | -0.2% | -10.3% | -10.5% |
| 30D | +2.2% | -6.8% | +8.9% | +6.4% |
| 3M | +32.3% | +21.0% | +11.2% | +16.8% |
| 6M | +19.1% | +1.1% | +18.0% | +16.9% |
| YTD | -6.5% | -0.5% | -6.0% | -8.7% |
| 1Y | -14.9% | -7.3% | -7.6% | -13.1% |
| 3Y | +151.9% | +42.3% | +109.7% | +75.5% |
| All | +7.4% | +13.7% | -6.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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