+101.8%
DASH vs AU
+450.2%
-348.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.7% |
| 7D | +0.4% | +16.5% | -16.2% | -1.4% |
| 30D | -6.0% | +3.3% | -9.3% | -6.5% |
| 3M | -15.8% | +6.8% | -22.6% | -16.6% |
| 6M | +7.0% | -3.9% | +10.9% | +6.4% |
| YTD | -20.7% | +12.9% | -33.6% | -23.2% |
| 1Y | -8.5% | +43.5% | -52.0% | -14.2% |
| 3Y | +101.8% | +445.5% | -343.8% | +51.3% |
| All | +101.8% | +450.2% | -348.4% | +51.3% |
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 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