-4.3%
DASH vs DOC
-22.8%
+18.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.1% | +5.2% | +6.7% |
| 7D | +17.2% | +8.7% | +8.4% | +12.4% |
| 30D | +3.6% | +7.6% | -4.1% | -0.3% |
| 3M | -1.9% | -5.3% | +3.4% | +0.8% |
| 6M | +15.1% | +27.6% | -12.5% | 0.0% |
| YTD | -12.3% | +32.4% | -44.7% | -25.7% |
| 1Y | -17.2% | +22.9% | -40.1% | -26.8% |
| 3Y | +114.7% | +43.1% | +71.6% | +59.9% |
| 5Y | -4.3% | -21.4% | +17.1% | +18.4% |
| All | -4.3% | -22.8% | +18.5% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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