-5.9%
DASH vs AU
+413.4%
-419.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.6% | +4.1% | -0.7% |
| 7D | -2.8% | +15.3% | -18.0% | -4.8% |
| 30D | -9.3% | -0.3% | -9.0% | -9.4% |
| 3M | -15.1% | -2.9% | -12.2% | -15.1% |
| 6M | +8.7% | -10.7% | +19.4% | +9.3% |
| YTD | -21.3% | +14.0% | -35.3% | -24.6% |
| 1Y | -12.7% | +32.5% | -45.2% | -18.5% |
| 3Y | +103.8% | +557.9% | -454.1% | +39.6% |
| 5Y | -16.8% | +441.0% | -457.8% | -44.7% |
| All | -5.9% | +413.4% | -419.3% | -34.7% |
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 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