+7.4%
DASH vs DRI
+72.9%
-65.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.3% |
| 7D | -10.6% | +0.6% | -11.1% | -10.9% |
| 30D | +2.2% | +3.8% | -1.7% | -0.7% |
| 3M | +32.3% | +13.0% | +19.3% | +20.8% |
| 6M | +19.1% | +8.3% | +10.8% | +11.4% |
| YTD | -6.5% | +20.6% | -27.1% | -20.3% |
| 1Y | -14.9% | +6.5% | -21.3% | -21.0% |
| 3Y | +151.9% | +53.7% | +98.2% | +64.7% |
| All | +7.4% | +72.9% | -65.5% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling