-11.3%
DASH vs BEN
+70.3%
-81.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.6% | -2.6% |
| 7D | -4.8% | +12.2% | -17.0% | -10.2% |
| 30D | -7.9% | +12.1% | -20.0% | -13.1% |
| 3M | -16.3% | +7.3% | -23.6% | -19.6% |
| 6M | +10.4% | +17.9% | -7.5% | +0.5% |
| YTD | -20.1% | +55.4% | -75.5% | -35.9% |
| All | -11.3% | +70.3% | -81.7% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling