+101.8%
DASH vs DOW
-24.9%
+126.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | +0.4% | -9.5% | +9.9% | +1.0% |
| 30D | -6.0% | +13.1% | -19.1% | -7.1% |
| 3M | -15.8% | +4.8% | -20.6% | -16.3% |
| 6M | +7.0% | -16.7% | +23.6% | +8.8% |
| YTD | -20.7% | +38.9% | -59.5% | -27.6% |
| 1Y | -8.5% | +48.3% | -56.8% | -18.0% |
| 3Y | +101.8% | -24.4% | +126.1% | +93.2% |
| All | +101.8% | -24.9% | +126.7% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling