+101.8%
DASH vs EMR
+85.7%
+16.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +0.4% | -1.6% | +2.0% | +1.3% |
| 30D | -6.0% | +2.0% | -8.0% | -6.5% |
| 3M | -15.8% | +3.8% | -19.6% | -17.0% |
| 6M | +7.0% | +10.5% | -3.6% | +2.2% |
| YTD | -20.7% | +23.7% | -44.4% | -28.3% |
| 1Y | -8.5% | +25.4% | -34.0% | -18.1% |
| 3Y | +101.8% | +86.6% | +15.2% | +53.3% |
| All | +101.8% | +85.7% | +16.1% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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