+7.4%
DASH vs EOG
+173.1%
-165.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.6% |
| 7D | -10.6% | +1.3% | -11.8% | -10.7% |
| 30D | +2.2% | +8.2% | -6.0% | +1.1% |
| 3M | +32.3% | +3.8% | +28.4% | +31.2% |
| 6M | +19.1% | +15.3% | +3.8% | +15.7% |
| YTD | -6.5% | +41.7% | -48.2% | -12.7% |
| 1Y | -14.9% | +23.6% | -38.4% | -18.5% |
| 3Y | +151.9% | +23.3% | +128.7% | +137.9% |
| All | +7.4% | +173.1% | -165.7% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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