+102.1%
DASH vs BEN
+56.2%
+45.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.9% | -4.5% | -7.5% |
| 7D | +0.5% | -0.4% | +0.9% | +0.9% |
| 30D | -7.1% | -0.7% | -6.4% | -6.6% |
| 3M | -13.2% | -6.8% | -6.4% | -10.9% |
| 6M | +8.3% | +7.9% | +0.4% | +5.3% |
| YTD | -20.6% | +39.6% | -60.1% | -29.4% |
| 1Y | -24.4% | +48.5% | -72.9% | -34.3% |
| All | +102.1% | +56.2% | +45.9% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling