-5.2%
DASH vs CNC
+7.0%
-12.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.8% | +0.4% |
| 7D | +0.4% | +1.9% | -1.5% | +0.2% |
| 30D | -6.0% | +7.3% | -13.4% | -6.5% |
| 3M | -15.8% | +8.6% | -24.4% | -16.3% |
| 6M | +7.0% | +26.0% | -19.1% | +5.2% |
| YTD | -20.7% | +69.5% | -90.1% | -23.8% |
| 1Y | -8.5% | +88.0% | -96.5% | -12.8% |
| 3Y | +101.8% | -2.9% | +104.7% | +97.4% |
| 5Y | -9.6% | -6.0% | -3.6% | -9.4% |
| All | -5.2% | +7.0% | -12.2% | -3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling