+7.4%
DASH vs CNC
+4.6%
+2.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.5% |
| 7D | -10.6% | +3.5% | -14.1% | -10.8% |
| 30D | +2.2% | +0.1% | +2.1% | +2.1% |
| 3M | +32.3% | +6.9% | +25.4% | +31.3% |
| 6M | +19.1% | +49.0% | -29.9% | +14.3% |
| YTD | -6.5% | +62.9% | -69.4% | -11.0% |
| 1Y | -14.9% | +134.0% | -148.9% | -21.3% |
| 3Y | +151.9% | +9.4% | +142.5% | +137.2% |
| All | +7.4% | +4.6% | +2.8% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling