-17.2%
DASH vs APD
+36.4%
-53.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.9% | +6.4% | +8.8% |
| 7D | +17.2% | +3.8% | +13.4% | +18.3% |
| 30D | +3.6% | +14.1% | -10.5% | +7.8% |
| 3M | -1.9% | +8.2% | -10.1% | +0.4% |
| 6M | +15.1% | +7.5% | +7.5% | +16.9% |
| YTD | -12.3% | +31.7% | -44.0% | +2.6% |
| 1Y | -17.2% | +35.1% | -52.3% | +7.4% |
| All | -17.2% | +36.4% | -53.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling