-5.9%
DASH vs ATI
+981.5%
-987.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.7% |
| 7D | -10.2% | +4.7% | -14.9% | -11.3% |
| 30D | -8.2% | -0.2% | -8.0% | -8.4% |
| 3M | -15.9% | -18.5% | +2.6% | -12.0% |
| 6M | +13.3% | +16.4% | -3.1% | +7.2% |
| YTD | -21.3% | +63.4% | -84.7% | -33.0% |
| 1Y | -11.1% | +91.5% | -102.7% | -27.8% |
| 3Y | +103.8% | +329.2% | -225.4% | +25.2% |
| 5Y | -21.6% | +966.7% | -988.3% | -57.6% |
| All | -5.9% | +981.5% | -987.4% | -47.4% |
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