+11.7%
DASH vs BR
+30.0%
-18.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.4% | -1.3% | -2.2% |
| 7D | -10.6% | -5.3% | -5.3% | -7.0% |
| 30D | +2.2% | +6.4% | -4.3% | -2.6% |
| 3M | +32.3% | +13.6% | +18.6% | +19.2% |
| 6M | +19.1% | -6.7% | +25.8% | +24.2% |
| YTD | -6.5% | -21.1% | +14.6% | +10.0% |
| 1Y | -14.9% | -29.6% | +14.7% | +9.2% |
| 3Y | +151.9% | -2.4% | +154.3% | +137.0% |
| 5Y | +9.4% | +11.2% | -1.8% | -17.1% |
| All | +11.7% | +30.0% | -18.3% | -22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling