+11.7%
DASH vs AU
+496.6%
-484.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.3% | -2.3% | -4.3% |
| 7D | -10.6% | -3.6% | -6.9% | -10.1% |
| 30D | +2.2% | +23.9% | -21.7% | -1.1% |
| 3M | +32.3% | +19.1% | +13.2% | +28.5% |
| 6M | +19.1% | -0.2% | +19.3% | +17.6% |
| YTD | -6.5% | +32.5% | -39.0% | -12.1% |
| 1Y | -14.9% | +96.9% | -111.8% | -25.3% |
| 3Y | +151.9% | +614.7% | -462.8% | +70.2% |
| 5Y | +9.4% | +647.7% | -638.3% | -28.1% |
| All | +11.7% | +496.6% | -484.9% | -23.9% |
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