-24.4%
DASH vs CB
+31.4%
-55.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.7% | -8.7% | -9.2% |
| 7D | +0.5% | +2.6% | -2.1% | 0.0% |
| 30D | -7.1% | +11.2% | -18.3% | -8.7% |
| 3M | -13.2% | +5.7% | -18.9% | -14.2% |
| 6M | +8.3% | +15.9% | -7.6% | +7.1% |
| YTD | -20.6% | +20.2% | -40.7% | -21.7% |
| 1Y | -24.4% | +32.4% | -56.8% | -29.4% |
| All | -24.4% | +31.4% | -55.8% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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