-17.2%
DASH vs AU
+42.5%
-59.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.0% | +0.3% | +7.5% |
| 7D | +17.2% | +0.8% | +16.4% | +16.9% |
| 30D | +3.6% | -7.0% | +10.5% | +4.0% |
| 3M | -1.9% | +8.5% | -10.4% | -2.6% |
| 6M | +15.1% | -1.3% | +16.3% | +14.2% |
| YTD | -12.3% | +6.8% | -19.1% | -12.6% |
| 1Y | -17.2% | +44.6% | -61.8% | -12.7% |
| All | -17.2% | +42.5% | -59.7% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling