-5.9%
DASH vs BND
-2.5%
-3.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.4% |
| 7D | -2.8% | -0.1% | -2.7% | -2.6% |
| 30D | -9.3% | +1.3% | -10.6% | -11.1% |
| 3M | -15.1% | -0.7% | -14.3% | -14.1% |
| 6M | +8.7% | -1.6% | +10.3% | +11.7% |
| YTD | -21.3% | -1.0% | -20.3% | -19.9% |
| 1Y | -12.7% | -0.7% | -12.0% | -11.6% |
| 3Y | +103.8% | +14.1% | +89.7% | +57.8% |
| 5Y | -16.8% | -1.5% | -15.3% | -16.1% |
| All | -5.9% | -2.5% | -3.4% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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