-17.2%
DASH vs DOW
+50.2%
-67.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.2% | +11.6% | +7.8% |
| 7D | +17.2% | -4.2% | +21.4% | +16.4% |
| 30D | +3.6% | +14.7% | -11.1% | +5.6% |
| 3M | -1.9% | +9.1% | -10.9% | -0.5% |
| 6M | +15.1% | -17.7% | +32.7% | +13.9% |
| YTD | -12.3% | +44.6% | -56.9% | -15.2% |
| 1Y | -17.2% | +51.9% | -69.1% | -22.4% |
| All | -17.2% | +50.2% | -67.5% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling