+101.8%
DASH vs DRI
+66.4%
+35.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.2% |
| 7D | +0.4% | +2.8% | -2.4% | -0.5% |
| 30D | -6.0% | +13.3% | -19.3% | -9.8% |
| 3M | -15.8% | +8.2% | -23.9% | -18.1% |
| 6M | +7.0% | +17.5% | -10.6% | +0.7% |
| YTD | -20.7% | +26.9% | -47.6% | -28.3% |
| 1Y | -8.5% | +31.6% | -40.1% | -18.8% |
| 3Y | +101.8% | +67.0% | +34.8% | +50.2% |
| All | +101.8% | +66.4% | +35.4% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling