-5.9%
DASH vs DRI
+145.9%
-151.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -10.2% | -0.7% | -9.5% | -9.8% |
| 30D | -8.2% | +14.7% | -22.9% | -15.1% |
| 3M | -15.9% | +5.4% | -21.4% | -18.7% |
| 6M | +13.3% | +18.8% | -5.5% | +1.4% |
| YTD | -21.3% | +28.4% | -49.7% | -34.1% |
| 1Y | -11.1% | +37.7% | -48.8% | -29.2% |
| 3Y | +103.8% | +68.0% | +35.8% | +34.8% |
| 5Y | -21.6% | +78.8% | -100.4% | -54.3% |
| All | -5.9% | +145.9% | -151.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling