+5.4%
DASH vs CNI
+11.4%
-6.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | -10.6% | -2.1% | -8.5% | -9.4% |
| 30D | +2.2% | -3.3% | +5.4% | +4.2% |
| 3M | +32.3% | +3.8% | +28.5% | +28.4% |
| 6M | +19.1% | +12.7% | +6.5% | +8.8% |
| YTD | -6.5% | +26.3% | -32.8% | -21.9% |
| 1Y | -14.9% | +29.9% | -44.8% | -30.5% |
| 3Y | +151.9% | +15.9% | +136.0% | +114.6% |
| All | +5.4% | +11.4% | -6.0% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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