+11.7%
DASH vs BEN
+90.6%
-78.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.5% | -8.1% | -6.6% |
| 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% | +24.9% |
| 6M | +19.1% | +33.9% | -14.8% | -0.3% |
| YTD | -6.5% | +49.0% | -55.5% | -26.5% |
| 1Y | -14.9% | +42.1% | -57.0% | -31.7% |
| 3Y | +151.9% | +51.9% | +100.1% | +84.9% |
| 5Y | +9.4% | +39.0% | -29.6% | -19.1% |
| All | +11.7% | +90.6% | -78.9% | -26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling