-22.6%
DASH vs AMRZ
-17.1%
-5.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.9% |
| 7D | -2.8% | +0.2% | -3.0% | -2.6% |
| 30D | -9.3% | +16.2% | -25.5% | -12.4% |
| 3M | -15.1% | -8.9% | -6.1% | -13.2% |
| 6M | +8.7% | -20.1% | +28.9% | +13.9% |
| YTD | -21.3% | -21.3% | 0.0% | -17.3% |
| 1Y | -12.7% | -12.6% | 0.0% | -9.6% |
| All | -22.6% | -17.1% | -5.5% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling