-5.9%
DASH vs EMB
+6.9%
-12.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.2% |
| 7D | -10.2% | -0.4% | -9.8% | -9.4% |
| 30D | -8.2% | +1.1% | -9.3% | -10.0% |
| 3M | -15.9% | -2.0% | -13.9% | -12.0% |
| 6M | +13.3% | -1.9% | +15.2% | +18.8% |
| YTD | -21.3% | -0.5% | -20.8% | -19.9% |
| 1Y | -11.1% | +0.1% | -11.2% | -10.7% |
| 3Y | +103.8% | +29.7% | +74.1% | +18.8% |
| 5Y | -21.6% | +8.1% | -29.7% | -36.1% |
| All | -5.9% | +6.9% | -12.9% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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