+143.9%
DASH vs AZO
+14.4%
+129.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -5.1% |
| 7D | -11.2% | -0.5% | -10.7% | -11.1% |
| 30D | -7.3% | -5.6% | -1.7% | -6.1% |
| 3M | +31.4% | -4.0% | +35.4% | +32.4% |
| 6M | +11.9% | -18.9% | +30.8% | +16.2% |
| YTD | -11.5% | -13.0% | +1.5% | -9.8% |
| 1Y | -20.0% | -30.4% | +10.4% | -14.1% |
| 3Y | +143.9% | +12.7% | +131.2% | +122.7% |
| All | +143.9% | +14.4% | +129.5% | +122.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling