-12.2%
DASH vs CASY
+31.5%
-43.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.1% | -3.3% |
| 7D | -4.1% | +2.5% | -6.6% | -3.7% |
| 30D | -10.6% | +10.2% | -20.8% | -9.2% |
| 3M | -18.8% | -15.7% | -3.1% | -21.3% |
| 6M | +11.2% | -18.4% | +29.6% | +8.9% |
| YTD | -23.8% | +28.3% | -52.1% | -29.2% |
| 1Y | -12.2% | +32.6% | -44.7% | -19.7% |
| All | -12.2% | +31.5% | -43.6% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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