-0.2%
DASH vs AZO
+93.0%
-93.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -5.0% |
| 7D | -11.2% | -0.5% | -10.7% | -11.0% |
| 30D | -7.3% | -5.6% | -1.7% | -5.7% |
| 3M | +31.4% | -4.0% | +35.4% | +32.8% |
| 6M | +11.9% | -18.9% | +30.8% | +18.6% |
| YTD | -11.5% | -13.0% | +1.5% | -8.8% |
| 1Y | -20.0% | -30.4% | +10.4% | -11.5% |
| 3Y | +143.9% | +12.7% | +131.2% | +121.9% |
| 5Y | -0.2% | +89.6% | -89.9% | -32.5% |
| All | -0.2% | +93.0% | -93.3% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling