-5.8%
DASH vs DAR
-37.0%
+31.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -3.9% | -0.5% |
| 7D | -4.8% | -2.8% | -2.0% | -4.1% |
| 30D | -7.9% | -12.8% | +4.9% | -4.7% |
| 3M | -16.3% | -11.6% | -4.7% | -14.3% |
| 6M | +10.4% | -16.8% | +27.2% | +14.4% |
| YTD | -20.1% | +45.9% | -66.0% | -31.6% |
| 1Y | -11.4% | +61.5% | -72.9% | -26.8% |
| 3Y | +114.1% | +23.0% | +91.1% | +80.6% |
| 5Y | -5.8% | -35.8% | +30.1% | -7.6% |
| All | -5.8% | -37.0% | +31.3% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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