-5.2%
DASH vs DE
+187.0%
-192.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.5% |
| 7D | +0.4% | -0.6% | +0.9% | +0.6% |
| 30D | -6.0% | +2.3% | -8.3% | -6.7% |
| 3M | -15.8% | +9.5% | -25.3% | -18.1% |
| 6M | +7.0% | +14.1% | -7.1% | +2.1% |
| YTD | -20.7% | +45.4% | -66.1% | -31.1% |
| 1Y | -8.5% | +42.9% | -51.4% | -20.2% |
| 3Y | +101.8% | +84.8% | +17.0% | +57.9% |
| 5Y | -9.6% | +101.8% | -111.4% | -32.8% |
| All | -5.2% | +187.0% | -192.2% | -41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling