-5.2%
DASH vs AON
+66.8%
-72.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +1.4% |
| 7D | +0.4% | +4.4% | -4.0% | -1.8% |
| 30D | -6.0% | +24.1% | -30.2% | -16.6% |
| 3M | -15.8% | -7.0% | -8.8% | -12.6% |
| 6M | +7.0% | +9.1% | -2.2% | +1.1% |
| YTD | -20.7% | -4.4% | -16.3% | -19.8% |
| 1Y | -8.5% | -0.8% | -7.8% | -9.6% |
| 3Y | +101.8% | +5.1% | +96.7% | +86.6% |
| 5Y | -9.6% | +20.4% | -30.0% | -25.8% |
| All | -5.2% | +66.8% | -72.0% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling