-29.3%
DASH vs AON
+17.1%
-46.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.6% |
| 7D | -4.5% | +1.0% | -5.6% | -5.2% |
| 30D | -6.8% | +23.2% | -30.0% | -18.5% |
| 3M | -20.7% | -5.0% | -15.7% | -18.3% |
| 6M | +15.1% | +9.3% | +5.7% | +7.1% |
| YTD | -24.3% | -3.4% | -20.9% | -23.9% |
| 1Y | -12.1% | -2.9% | -9.3% | -12.1% |
| 3Y | +91.1% | +3.6% | +87.4% | +74.1% |
| All | -29.3% | +17.1% | -46.4% | -50.1% |
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