+5.8%
DASH vs AON
+56.9%
-51.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.1% | -4.1% |
| 7D | -11.2% | -3.2% | -8.0% | -9.5% |
| 30D | -7.3% | -11.9% | +4.5% | -0.9% |
| 3M | +31.4% | -2.9% | +34.3% | +32.5% |
| 6M | +11.9% | -6.8% | +18.7% | +15.3% |
| YTD | -11.5% | -10.1% | -1.4% | -7.4% |
| 1Y | -20.0% | -14.2% | -5.8% | -14.3% |
| 3Y | +143.9% | -3.3% | +147.2% | +137.1% |
| 5Y | -0.2% | +13.6% | -13.8% | -15.3% |
| All | +5.8% | +56.9% | -51.2% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling