+7.4%
DASH vs AON
+15.3%
-7.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -3.9% |
| 7D | -10.6% | -9.1% | -1.5% | -5.4% |
| 30D | +2.2% | -10.2% | +12.4% | +9.0% |
| 3M | +32.3% | +0.5% | +31.8% | +30.2% |
| 6M | +19.1% | -4.8% | +24.0% | +21.4% |
| YTD | -6.5% | -8.0% | +1.5% | -3.1% |
| 1Y | -14.9% | -13.1% | -1.8% | -8.6% |
| 3Y | +151.9% | -1.3% | +153.2% | +137.7% |
| All | +7.4% | +15.3% | -7.9% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling