-5.2%
DASH vs ATI
+913.8%
-919.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.6% | -1.3% |
| 7D | +0.4% | +6.2% | -5.8% | -1.1% |
| 30D | -6.0% | -7.1% | +1.0% | -4.5% |
| 3M | -15.8% | -21.3% | +5.6% | -11.0% |
| 6M | +7.0% | +6.5% | +0.5% | +3.6% |
| YTD | -20.7% | +53.2% | -73.8% | -31.3% |
| 1Y | -8.5% | +82.7% | -91.3% | -24.8% |
| 3Y | +101.8% | +314.3% | -212.5% | +25.1% |
| 5Y | -9.6% | +890.9% | -900.5% | -50.3% |
| All | -5.2% | +913.8% | -919.0% | -46.1% |
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