+4.8%
DASH vs ED
+97.9%
-93.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.0% | +5.3% | +8.8% |
| 7D | +17.2% | +5.4% | +11.8% | +18.1% |
| 30D | +3.6% | +16.4% | -12.8% | +6.3% |
| 3M | -1.9% | +11.9% | -13.7% | 0.0% |
| 6M | +15.1% | +11.6% | +3.5% | +17.4% |
| YTD | -12.3% | +24.1% | -36.4% | -9.0% |
| 1Y | -17.2% | +26.9% | -44.1% | -13.8% |
| 3Y | +114.7% | +47.9% | +66.8% | +125.2% |
| 5Y | -4.3% | +87.5% | -91.7% | +16.8% |
| All | +4.8% | +97.9% | -93.1% | +39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling