-17.2%
DASH vs AME
+21.1%
-38.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.6% | +13.0% | +8.4% |
| 7D | +17.2% | -4.4% | +21.6% | +17.3% |
| 30D | +3.6% | -5.9% | +9.4% | +3.9% |
| 3M | -1.9% | -6.5% | +4.7% | -1.4% |
| 6M | +15.1% | +3.2% | +11.9% | +12.9% |
| YTD | -12.3% | +16.0% | -28.3% | -17.4% |
| 1Y | -17.2% | +20.4% | -37.7% | -22.6% |
| All | -17.2% | +21.1% | -38.3% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling