+153.0%
DASH vs AON
-1.3%
+154.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.2% |
| 7D | -10.6% | -9.1% | -1.5% | -7.6% |
| 30D | +2.2% | -10.2% | +12.4% | +6.1% |
| 3M | +32.3% | +0.5% | +31.8% | +31.4% |
| 6M | +19.1% | -4.8% | +24.0% | +20.5% |
| YTD | -6.5% | -8.0% | +1.5% | -4.5% |
| 1Y | -14.9% | -13.1% | -1.8% | -11.4% |
| All | +153.0% | -1.3% | +154.3% | +136.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling