-4.5%
DASH vs CNC
+5.2%
-9.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.9% |
| 7D | -4.8% | +3.0% | -7.8% | -5.0% |
| 30D | -7.9% | +4.9% | -12.8% | -8.2% |
| 3M | -16.3% | +4.2% | -20.5% | -16.6% |
| 6M | +10.4% | +22.5% | -12.1% | +8.8% |
| YTD | -20.1% | +66.6% | -86.7% | -23.2% |
| 1Y | -11.4% | +82.5% | -93.9% | -15.3% |
| 3Y | +114.1% | -4.1% | +118.2% | +109.6% |
| 5Y | -5.8% | -8.3% | +2.6% | -5.6% |
| All | -4.5% | +5.2% | -9.7% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling