-12.1%
DASH vs BR
-11.4%
-0.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | -4.5% | +1.1% | -5.6% | -5.0% |
| 30D | -6.8% | +14.4% | -21.2% | -12.4% |
| 3M | -20.7% | +12.4% | -33.1% | -24.8% |
| 6M | +15.1% | +35.4% | -20.4% | -0.4% |
| YTD | -24.3% | -12.2% | -12.1% | -28.8% |
| 1Y | -12.1% | -12.7% | +0.6% | -17.6% |
| All | -12.1% | -11.4% | -0.7% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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