-27.5%
DASH vs APTV
-76.8%
+49.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -10.2% | -8.9% | -1.3% | -5.8% |
| 30D | -8.2% | -9.5% | +1.3% | -3.4% |
| 3M | -15.9% | -20.6% | +4.7% | -6.0% |
| 6M | +13.3% | -28.9% | +42.2% | +28.6% |
| YTD | -21.3% | -48.2% | +26.9% | +4.4% |
| 1Y | -11.1% | -51.7% | +40.6% | +22.3% |
| 3Y | +103.8% | -48.1% | +151.9% | +139.8% |
| All | -27.5% | -76.8% | +49.3% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling