+91.1%
DASH vs AU
+507.6%
-416.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -4.5% | -7.2% | +2.7% | -3.7% |
| 30D | -6.8% | -2.9% | -3.9% | -6.6% |
| 3M | -20.7% | -8.7% | -12.0% | -20.1% |
| 6M | +15.1% | -14.1% | +29.2% | +15.9% |
| YTD | -24.3% | +4.8% | -29.1% | -26.0% |
| 1Y | -12.1% | +11.9% | -24.0% | -14.9% |
| 3Y | +91.1% | +513.8% | -422.8% | +42.2% |
| All | +91.1% | +507.6% | -416.5% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling