-4.5%
DASH vs AON
+67.3%
-71.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -4.8% | +0.7% | -5.5% | -5.1% |
| 30D | -7.9% | +23.1% | -31.0% | -17.8% |
| 3M | -16.3% | -6.0% | -10.3% | -13.7% |
| 6M | +10.4% | +7.9% | +2.5% | +5.0% |
| YTD | -20.1% | -4.1% | -16.0% | -19.4% |
| 1Y | -11.4% | -2.3% | -9.1% | -11.7% |
| 3Y | +114.1% | +3.4% | +110.6% | +100.6% |
| 5Y | -5.8% | +17.1% | -22.8% | -22.8% |
| All | -4.5% | +67.3% | -71.8% | -15.7% |
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