-21.8%
DASH vs CAI
-11.3%
-10.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -2.7% |
| 7D | -4.1% | -8.0% | +3.9% | -2.3% |
| 30D | -10.6% | -18.9% | +8.2% | -6.9% |
| 3M | -18.8% | +7.6% | -26.4% | -21.6% |
| 6M | +11.2% | +43.0% | -31.8% | -1.5% |
| YTD | -23.8% | -11.2% | -12.6% | -26.0% |
| 1Y | -12.2% | -3.3% | -8.9% | -16.3% |
| All | -21.8% | -11.3% | -10.5% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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