-5.2%
DASH vs BEN
+87.0%
-92.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.9% | -2.8% |
| 7D | +0.4% | +6.6% | -6.2% | -3.0% |
| 30D | -6.0% | +3.8% | -9.9% | -7.9% |
| 3M | -15.8% | +0.2% | -16.0% | -15.8% |
| 6M | +7.0% | +10.4% | -3.5% | +0.5% |
| YTD | -20.7% | +46.2% | -66.8% | -36.8% |
| 1Y | -8.5% | +52.3% | -60.8% | -29.1% |
| 3Y | +101.8% | +65.9% | +35.8% | +38.8% |
| 5Y | -9.6% | +20.6% | -30.1% | -30.1% |
| All | -5.2% | +87.0% | -92.2% | -37.1% |
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