+4.8%
DASH vs AMC
-91.7%
+96.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +7.3% | +1.0% | +8.0% |
| 7D | +17.2% | +17.7% | -0.6% | +16.2% |
| 30D | +3.6% | +26.2% | -22.6% | +2.4% |
| 3M | -1.9% | +31.3% | -33.2% | -3.4% |
| 6M | +15.1% | +142.8% | -127.7% | +8.9% |
| YTD | -12.3% | +125.6% | -138.0% | -17.0% |
| 1Y | -17.2% | +40.2% | -57.5% | -19.9% |
| 3Y | +114.7% | -67.2% | +181.9% | +116.0% |
| 5Y | -4.3% | -99.1% | +94.9% | +5.7% |
| All | +4.8% | -91.7% | +96.5% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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