-4.5%
DASH vs AU
+443.6%
-448.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.1% | -0.3% |
| 7D | -4.8% | +20.8% | -25.6% | -7.4% |
| 30D | -7.9% | +5.5% | -13.4% | -8.8% |
| 3M | -16.3% | +3.9% | -20.2% | -17.1% |
| 6M | +10.4% | -5.4% | +15.8% | +10.1% |
| YTD | -20.1% | +20.7% | -40.8% | -24.0% |
| 1Y | -11.4% | +49.8% | -61.2% | -18.9% |
| 3Y | +114.1% | +565.6% | -451.6% | +46.5% |
| 5Y | -5.8% | +500.4% | -506.1% | -37.9% |
| All | -4.5% | +443.6% | -448.1% | -34.3% |
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