+103.8%
DASH vs APTV
-45.9%
+149.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.3% |
| 7D | -2.8% | -4.3% | +1.5% | -1.7% |
| 30D | -9.3% | -9.7% | +0.4% | -7.3% |
| 3M | -15.1% | -20.6% | +5.5% | -11.3% |
| 6M | +8.7% | -31.7% | +40.4% | +14.9% |
| YTD | -21.3% | -48.0% | +26.7% | -12.5% |
| 1Y | -12.7% | -52.1% | +39.4% | -1.4% |
| 3Y | +103.8% | -47.9% | +151.7% | +117.2% |
| All | +103.8% | -45.9% | +149.7% | +117.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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