-9.5%
DASH vs AZO
+194.4%
-203.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.7% |
| 7D | -4.5% | +1.3% | -5.9% | -4.9% |
| 30D | -6.8% | +12.0% | -18.7% | -9.5% |
| 3M | -20.7% | +7.2% | -27.9% | -22.2% |
| 6M | +15.1% | -3.2% | +18.2% | +15.6% |
| YTD | -24.3% | -3.9% | -20.4% | -24.3% |
| 1Y | -12.1% | -14.7% | +2.5% | -9.4% |
| 3Y | +91.1% | +20.4% | +70.6% | +75.0% |
| 5Y | -30.3% | +72.8% | -103.1% | -44.6% |
| All | -9.5% | +194.4% | -203.9% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling