+5.8%
DASH vs CNC
-0.9%
+6.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.7% | -1.7% | -5.1% |
| 7D | -11.2% | -1.0% | -10.2% | -11.1% |
| 30D | -7.3% | -1.8% | -5.5% | -7.2% |
| 3M | +31.4% | -0.7% | +32.1% | +31.4% |
| 6M | +11.9% | +47.9% | -36.1% | +8.5% |
| YTD | -11.5% | +56.9% | -68.4% | -14.6% |
| 1Y | -20.0% | +123.9% | -143.9% | -24.2% |
| 3Y | +143.9% | -1.3% | +145.2% | +136.7% |
| 5Y | -0.2% | +2.8% | -3.0% | +2.4% |
| All | +5.8% | -0.9% | +6.7% | +8.0% |
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