+11.7%
DASH vs ATI
+1,114.8%
-1,103.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.0% | -7.6% | -5.4% |
| 7D | -10.6% | -0.1% | -10.5% | -10.6% |
| 30D | +2.2% | +2.7% | -0.5% | +1.2% |
| 3M | +32.3% | +16.3% | +16.0% | +26.2% |
| 6M | +19.1% | +30.2% | -11.1% | +9.3% |
| YTD | -6.5% | +83.6% | -90.1% | -22.4% |
| 1Y | -14.9% | +173.0% | -187.9% | -37.3% |
| 3Y | +151.9% | +356.6% | -204.7% | +52.6% |
| 5Y | +9.4% | +1,074.2% | -1,064.7% | -42.2% |
| All | +11.7% | +1,114.8% | -1,103.1% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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