+7.4%
DASH vs EMR
+60.6%
-53.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.4% | -5.6% |
| 7D | -10.6% | -1.5% | -9.0% | -9.9% |
| 30D | +2.2% | -5.6% | +7.8% | +5.1% |
| 3M | +32.3% | +7.9% | +24.3% | +25.6% |
| 6M | +19.1% | +6.0% | +13.1% | +13.0% |
| YTD | -6.5% | +16.4% | -23.0% | -16.7% |
| 1Y | -14.9% | +16.6% | -31.5% | -24.7% |
| 3Y | +151.9% | +62.9% | +89.1% | +70.2% |
| All | +7.4% | +60.6% | -53.2% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling