+11.7%
DASH vs DOW
-27.3%
+39.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.0% | -1.6% | -3.9% |
| 7D | -10.6% | -2.4% | -8.2% | -10.0% |
| 30D | +2.2% | +0.4% | +1.8% | +1.9% |
| 3M | +32.3% | -14.4% | +46.7% | +36.6% |
| 6M | +19.1% | -7.0% | +26.1% | +17.5% |
| YTD | -6.5% | +30.2% | -36.7% | -18.5% |
| 1Y | -14.9% | +29.2% | -44.1% | -26.3% |
| 3Y | +151.9% | -36.7% | +188.6% | +184.9% |
| 5Y | +9.4% | -37.7% | +47.1% | +22.9% |
| All | +11.7% | -27.3% | +39.0% | +15.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling