-17.2%
DASH vs AMIX
-92.3%
+75.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.0% | +11.3% | +8.3% |
| 7D | +17.2% | -25.1% | +42.3% | +17.3% |
| 30D | +3.6% | -54.5% | +58.1% | +3.9% |
| 3M | -1.9% | -91.7% | +89.9% | -1.1% |
| 6M | +15.1% | -79.4% | +94.5% | +17.9% |
| YTD | -12.3% | -86.1% | +73.7% | -10.5% |
| 1Y | -17.2% | -91.6% | +74.3% | -15.8% |
| All | -17.2% | -92.3% | +75.1% | -15.8% |
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