-14.9%
DASH vs AUR
+11.8%
-26.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -4.9% | -4.7% |
| 7D | -10.6% | +8.7% | -19.3% | -12.0% |
| 30D | +2.2% | -5.2% | +7.4% | +2.7% |
| 3M | +32.3% | -7.3% | +39.6% | +32.4% |
| 6M | +19.1% | +41.2% | -22.1% | +3.1% |
| YTD | -6.5% | +65.1% | -71.6% | -23.5% |
| 1Y | -14.9% | +13.4% | -28.3% | -20.5% |
| All | -14.9% | +11.8% | -26.7% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 1y: compounded portfolio wealth divided by compounded AUR 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…
1y analysis · Full analysis span regression · 6 months rolling