-21.6%
DASH vs BNY
+195.5%
-217.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.7% |
| 7D | -10.2% | 0.0% | -10.2% | -10.1% |
| 30D | -8.2% | +7.4% | -15.6% | -12.5% |
| 3M | -15.9% | -4.3% | -11.6% | -13.4% |
| 6M | +13.3% | +16.2% | -2.9% | +1.0% |
| YTD | -21.3% | +33.9% | -55.1% | -36.7% |
| 1Y | -11.1% | +39.7% | -50.8% | -30.9% |
| 3Y | +103.8% | +258.0% | -154.2% | -22.6% |
| 5Y | -21.6% | +191.4% | -213.0% | -71.8% |
| All | -21.6% | +195.5% | -217.2% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling