-5.2%
DASH vs CPB
-39.8%
+34.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | -0.2% |
| 7D | +0.4% | +8.0% | -7.6% | +0.9% |
| 30D | -6.0% | +22.4% | -28.4% | -4.5% |
| 3M | -15.8% | +2.5% | -18.3% | -15.7% |
| 6M | +7.0% | +12.2% | -5.3% | +8.3% |
| YTD | -20.7% | -12.8% | -7.9% | -22.7% |
| 1Y | -8.5% | -19.2% | +10.6% | -12.0% |
| 3Y | +101.8% | -35.6% | +137.3% | +88.2% |
| 5Y | -9.6% | -31.4% | +21.9% | -12.8% |
| All | -5.2% | -39.8% | +34.6% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling