-12.1%
DASH vs BNY
+39.1%
-51.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | -4.5% | +3.9% | -8.4% | -6.5% |
| 30D | -6.8% | +11.9% | -18.7% | -11.6% |
| 3M | -20.7% | -5.0% | -15.7% | -19.1% |
| 6M | +15.1% | +14.6% | +0.5% | +5.0% |
| YTD | -24.3% | +34.5% | -58.8% | -36.4% |
| 1Y | -12.1% | +40.6% | -52.7% | -25.5% |
| All | -12.1% | +39.1% | -51.2% | -25.5% |
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