-7.0%
DASH vs COO
-41.6%
+34.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.8% |
| 7D | +0.4% | +4.7% | -4.3% | -1.7% |
| 30D | -6.0% | +13.9% | -19.9% | -12.0% |
| 3M | -15.8% | -14.9% | -0.8% | -9.1% |
| 6M | +7.0% | +2.0% | +4.9% | +3.5% |
| YTD | -20.7% | -23.9% | +3.2% | -9.4% |
| 1Y | -8.5% | -9.6% | +1.1% | -6.1% |
| 3Y | +101.8% | -25.4% | +127.2% | +106.2% |
| All | -7.0% | -41.6% | +34.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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