-8.5%
DASH vs CORZ
-46.2%
+37.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.5% | -0.3% |
| 7D | +0.4% | -11.2% | +11.6% | +0.6% |
| 30D | -6.0% | -26.2% | +20.2% | -5.1% |
| 3M | -15.8% | -44.1% | +28.4% | -13.8% |
| 6M | +7.0% | -52.3% | +59.2% | +9.7% |
| YTD | -20.7% | -19.2% | -1.4% | -23.9% |
| 1Y | -8.5% | -42.9% | +34.3% | -11.6% |
| All | -8.5% | -46.2% | +37.7% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 1y: compounded portfolio wealth divided by compounded CORZ 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…
1y analysis · Full analysis span regression · 6 months rolling