-14.9%
DASH vs ED
+12.4%
-27.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -5.3% |
| 7D | -10.6% | -0.2% | -10.4% | -10.6% |
| 30D | +2.2% | -0.1% | +2.3% | +2.0% |
| 3M | +32.3% | +3.9% | +28.3% | +36.1% |
| 6M | +19.1% | -3.0% | +22.2% | +17.3% |
| YTD | -6.5% | +10.7% | -17.2% | -1.4% |
| 1Y | -14.9% | +13.3% | -28.2% | -9.2% |
| All | -14.9% | +12.4% | -27.3% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling