-5.2%
DASH vs AU
+408.7%
-413.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.9% |
| 7D | +0.4% | +16.5% | -16.2% | -1.8% |
| 30D | -6.0% | +3.3% | -9.3% | -6.6% |
| 3M | -15.8% | +6.8% | -22.6% | -16.9% |
| 6M | +7.0% | -3.9% | +10.9% | +6.4% |
| YTD | -20.7% | +12.9% | -33.6% | -23.8% |
| 1Y | -8.5% | +43.5% | -52.0% | -15.7% |
| 3Y | +101.8% | +445.5% | -343.8% | +42.8% |
| 5Y | -9.6% | +469.0% | -478.5% | -39.8% |
| All | -5.2% | +408.7% | -413.9% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling