+11.7%
DASH vs CPB
-44.3%
+56.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.4% | -1.2% | -4.9% |
| 7D | -10.6% | -8.6% | -2.0% | -11.3% |
| 30D | +2.2% | -7.2% | +9.4% | +1.5% |
| 3M | +32.3% | +0.9% | +31.4% | +32.7% |
| 6M | +19.1% | -11.8% | +30.9% | +16.9% |
| YTD | -6.5% | -19.4% | +12.9% | -9.5% |
| 1Y | -14.9% | -30.4% | +15.5% | -19.3% |
| 3Y | +151.9% | -40.2% | +192.1% | +134.4% |
| 5Y | +9.4% | -39.5% | +49.0% | +4.0% |
| All | +11.7% | -44.3% | +56.1% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling