+4.8%
DASH vs AMBA
-31.7%
+36.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.7% | +10.1% | +8.8% |
| 7D | +17.2% | -8.1% | +25.2% | +19.9% |
| 30D | +3.6% | -10.8% | +14.3% | +6.6% |
| 3M | -1.9% | -25.9% | +24.0% | +6.0% |
| 6M | +15.1% | -13.9% | +28.9% | +11.2% |
| YTD | -12.3% | -14.0% | +1.7% | -17.0% |
| 1Y | -17.2% | -25.7% | +8.5% | -19.4% |
| 3Y | +114.7% | +21.5% | +93.3% | +52.4% |
| 5Y | -4.3% | -68.9% | +64.7% | -2.5% |
| All | +4.8% | -31.7% | +36.5% | -7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling