+7.4%
DASH vs AUR
-36.2%
+43.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -4.9% | -4.7% |
| 7D | -10.6% | +8.7% | -19.3% | -12.3% |
| 30D | +2.2% | -5.2% | +7.4% | +2.8% |
| 3M | +32.3% | -7.3% | +39.6% | +32.8% |
| 6M | +19.1% | +41.2% | -22.1% | +6.9% |
| YTD | -6.5% | +65.1% | -71.6% | -19.6% |
| 1Y | -14.9% | +13.4% | -28.3% | -20.8% |
| 3Y | +151.9% | +98.1% | +53.8% | +62.7% |
| All | +7.4% | -36.2% | +43.6% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling