+7.4%
DASH vs BEN
+39.3%
-31.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.5% | -8.1% | -6.8% |
| 7D | -10.6% | +0.2% | -10.8% | -10.8% |
| 30D | +2.2% | -0.5% | +2.7% | +2.2% |
| 3M | +32.3% | +9.7% | +22.5% | +24.2% |
| 6M | +19.1% | +33.9% | -14.8% | -2.2% |
| YTD | -6.5% | +49.0% | -55.5% | -28.4% |
| 1Y | -14.9% | +42.1% | -57.0% | -33.4% |
| 3Y | +151.9% | +51.9% | +100.1% | +78.0% |
| All | +7.4% | +39.3% | -31.9% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling