-9.4%
DASH vs AMBA
-72.1%
+62.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -9.4% | 0.0% | -6.6% |
| 7D | +0.5% | -14.6% | +15.1% | +5.3% |
| 30D | -7.1% | -18.8% | +11.7% | -1.5% |
| 3M | -13.2% | -32.6% | +19.4% | -3.3% |
| 6M | +8.3% | -25.8% | +34.1% | +9.7% |
| YTD | -20.6% | -22.1% | +1.6% | -22.8% |
| 1Y | -24.4% | -36.2% | +11.8% | -22.6% |
| 3Y | +94.5% | +10.0% | +84.5% | +36.9% |
| 5Y | -9.4% | -71.6% | +62.1% | -8.0% |
| All | -9.4% | -72.1% | +62.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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