+11.7%
DASH vs AZO
+169.5%
-157.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.5% | -5.1% | -4.8% |
| 7D | -10.6% | +0.7% | -11.3% | -10.8% |
| 30D | +2.2% | -2.7% | +4.9% | +2.9% |
| 3M | +32.3% | -3.2% | +35.5% | +33.2% |
| 6M | +19.1% | -19.7% | +38.9% | +25.6% |
| YTD | -6.5% | -12.0% | +5.5% | -4.3% |
| 1Y | -14.9% | -29.5% | +14.6% | -7.5% |
| 3Y | +151.9% | +17.3% | +134.6% | +131.4% |
| 5Y | +9.4% | +94.1% | -84.6% | -10.7% |
| All | +11.7% | +169.5% | -157.7% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling