+11.7%
DASH vs AMT
-6.2%
+18.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.6% | -4.3% |
| 7D | -10.6% | -0.2% | -10.3% | -10.5% |
| 30D | +2.2% | +4.6% | -2.5% | +0.8% |
| 3M | +32.3% | -8.4% | +40.7% | +35.4% |
| 6M | +19.1% | -6.0% | +25.1% | +20.7% |
| YTD | -6.5% | +2.1% | -8.6% | -8.4% |
| 1Y | -14.9% | -6.4% | -8.5% | -14.3% |
| 3Y | +151.9% | +8.1% | +143.9% | +122.3% |
| 5Y | +9.4% | -31.9% | +41.4% | +18.9% |
| All | +11.7% | -6.2% | +18.0% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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