-14.9%
DASH vs AMIX
-81.0%
+66.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.6% |
| 7D | -10.6% | -13.7% | +3.2% | -10.5% |
| 30D | +2.2% | -62.1% | +64.2% | +2.5% |
| 3M | +32.3% | -46.2% | +78.4% | +36.2% |
| 6M | +19.1% | -46.4% | +65.5% | +21.9% |
| YTD | -6.5% | -60.3% | +53.7% | -4.5% |
| 1Y | -14.9% | -79.7% | +64.8% | -10.5% |
| All | -14.9% | -81.0% | +66.1% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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