+5.8%
DASH vs EQT
+335.6%
-329.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.3% |
| 7D | -11.2% | -0.8% | -10.3% | -11.0% |
| 30D | -7.3% | +6.6% | -14.0% | -8.5% |
| 3M | +31.4% | +4.4% | +27.1% | +29.9% |
| 6M | +11.9% | -10.5% | +22.4% | +13.6% |
| YTD | -11.5% | +3.7% | -15.2% | -13.1% |
| 1Y | -20.0% | +9.9% | -29.9% | -22.7% |
| 3Y | +143.9% | +35.4% | +108.6% | +122.4% |
| 5Y | -0.2% | +189.2% | -189.4% | -23.2% |
| All | +5.8% | +335.6% | -329.8% | -31.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling