-12.7%
DASH vs AZO
-12.6%
-0.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | -2.8% | +0.5% | -3.3% | -2.8% |
| 30D | -9.3% | +9.4% | -18.7% | -10.8% |
| 3M | -15.1% | +4.9% | -19.9% | -15.8% |
| 6M | +8.7% | -8.0% | +16.7% | +8.2% |
| YTD | -21.3% | -5.1% | -16.2% | -21.3% |
| 1Y | -12.7% | -13.7% | +1.0% | -14.5% |
| All | -12.7% | -12.6% | -0.1% | -14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling