+114.1%
DASH vs AZO
+22.2%
+91.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.5% |
| 7D | -4.8% | -0.1% | -4.7% | -4.7% |
| 30D | -7.9% | +10.6% | -18.5% | -9.8% |
| 3M | -16.3% | +4.0% | -20.3% | -17.1% |
| 6M | +10.4% | -7.0% | +17.4% | +11.3% |
| YTD | -20.1% | -4.1% | -16.0% | -20.4% |
| 1Y | -11.4% | -12.6% | +1.1% | -10.5% |
| 3Y | +114.1% | +21.4% | +92.7% | +106.7% |
| All | +114.1% | +22.2% | +91.9% | +106.7% |
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