-4.5%
DASH vs BEN
+98.9%
-103.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.6% | -2.9% |
| 7D | -4.8% | +12.2% | -17.0% | -10.8% |
| 30D | -7.9% | +12.1% | -20.0% | -13.6% |
| 3M | -16.3% | +7.3% | -23.6% | -19.7% |
| 6M | +10.4% | +17.9% | -7.5% | -0.1% |
| YTD | -20.1% | +55.4% | -75.5% | -38.6% |
| 1Y | -11.4% | +69.3% | -80.8% | -35.4% |
| 3Y | +114.1% | +82.8% | +31.2% | +38.3% |
| 5Y | -5.8% | +28.8% | -34.5% | -29.9% |
| All | -4.5% | +98.9% | -103.4% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling