-7.0%
DASH vs APTV
-77.0%
+70.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | +1.6% |
| 7D | +0.4% | -10.2% | +10.6% | +6.1% |
| 30D | -6.0% | -10.8% | +4.8% | -0.4% |
| 3M | -15.8% | -14.8% | -0.9% | -9.2% |
| 6M | +7.0% | -30.6% | +37.5% | +22.9% |
| YTD | -20.7% | -48.2% | +27.5% | +5.1% |
| 1Y | -8.5% | -52.0% | +43.4% | +26.2% |
| 3Y | +101.8% | -47.0% | +148.8% | +133.2% |
| All | -7.0% | -77.0% | +70.0% | +85.2% |
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 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