+5.8%
DASH vs AU
+489.8%
-484.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | -5.2% |
| 7D | -11.2% | -0.3% | -10.9% | -11.1% |
| 30D | -7.3% | +12.8% | -20.1% | -9.0% |
| 3M | +31.4% | +28.5% | +3.0% | +26.5% |
| 6M | +11.9% | +4.8% | +7.1% | +9.7% |
| YTD | -11.5% | +31.0% | -42.5% | -16.6% |
| 1Y | -20.0% | +81.4% | -101.4% | -28.9% |
| 3Y | +143.9% | +618.4% | -474.5% | +64.6% |
| 5Y | -0.2% | +686.3% | -686.6% | -34.3% |
| All | +5.8% | +489.8% | -484.1% | -27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling