+153.0%
DASH vs CI
+7.7%
+145.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -4.6% |
| 7D | -10.6% | +1.3% | -11.9% | -10.6% |
| 30D | +2.2% | +4.4% | -2.3% | +2.0% |
| 3M | +32.3% | +0.7% | +31.6% | +32.2% |
| 6M | +19.1% | +0.3% | +18.8% | +18.9% |
| YTD | -6.5% | +3.8% | -10.3% | -6.7% |
| 1Y | -14.9% | -5.5% | -9.4% | -14.8% |
| All | +153.0% | +7.7% | +145.3% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 3y: compounded portfolio wealth divided by compounded CI 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…
3y analysis · Full analysis span regression · 6 months rolling