-21.9%
DASH vs BNY
+58.4%
-80.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -9.4% | -1.1% | -8.4% | -9.0% |
| 30D | -5.2% | +1.4% | -6.6% | -5.8% |
| 3M | +33.1% | +16.8% | +16.3% | +21.5% |
| 6M | +18.3% | +42.0% | -23.7% | -6.1% |
| YTD | -11.2% | +41.9% | -53.2% | -27.9% |
| 1Y | -21.9% | +59.2% | -81.1% | -39.9% |
| All | -21.9% | +58.4% | -80.3% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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