-5.1%
DASH vs AR
+719.4%
-724.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.8% | -6.6% | -8.9% |
| 7D | +0.5% | -11.7% | +12.2% | +2.5% |
| 30D | -7.1% | +1.8% | -8.9% | -7.7% |
| 3M | -13.2% | +6.0% | -19.2% | -14.6% |
| 6M | +8.3% | -7.0% | +15.3% | +8.6% |
| YTD | -20.6% | +5.6% | -26.1% | -22.7% |
| 1Y | -24.4% | +10.8% | -35.2% | -27.4% |
| 3Y | +94.5% | +19.3% | +75.2% | +80.3% |
| 5Y | -9.4% | +73.3% | -82.8% | -22.5% |
| All | -5.1% | +719.4% | -724.4% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling