-29.3%
DASH vs CAH
+505.3%
-534.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -4.5% | +3.5% | -8.0% | -5.0% |
| 30D | -6.8% | +13.5% | -20.3% | -8.3% |
| 3M | -20.7% | +21.8% | -42.5% | -22.7% |
| 6M | +15.1% | +51.5% | -36.5% | +9.5% |
| YTD | -24.3% | +38.1% | -62.4% | -27.4% |
| 1Y | -12.1% | +37.7% | -49.8% | -15.8% |
| 3Y | +91.1% | +179.6% | -88.6% | +59.6% |
| All | -29.3% | +505.3% | -534.6% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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