-17.2%
DASH vs EQT
-3.4%
-13.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.2% | +11.5% | +7.7% |
| 7D | +17.2% | -6.6% | +23.8% | +15.9% |
| 30D | +3.6% | +2.7% | +0.8% | +4.1% |
| 3M | -1.9% | -0.2% | -1.7% | -1.7% |
| 6M | +15.1% | -10.6% | +25.7% | +15.1% |
| YTD | -12.3% | -1.2% | -11.2% | -13.5% |
| 1Y | -17.2% | -4.9% | -12.4% | -18.0% |
| All | -17.2% | -3.4% | -13.8% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling