-29.8%
DASH vs DE
+102.8%
-132.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.6% |
| 7D | -4.1% | +2.3% | -6.4% | -4.7% |
| 30D | -10.6% | +4.4% | -15.1% | -11.7% |
| 3M | -18.8% | +9.8% | -28.6% | -21.2% |
| 6M | +11.2% | +15.8% | -4.6% | +5.5% |
| YTD | -23.8% | +47.0% | -70.8% | -34.8% |
| 1Y | -12.2% | +42.8% | -55.0% | -24.2% |
| 3Y | +97.3% | +88.9% | +8.4% | +48.9% |
| 5Y | -29.8% | +101.9% | -131.7% | -50.6% |
| All | -29.8% | +102.8% | -132.6% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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