-5.9%
DASH vs EQT
+312.2%
-318.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.2% | -5.7% | -2.3% |
| 7D | -2.8% | -3.8% | +1.1% | -2.1% |
| 30D | -9.3% | -1.3% | -8.0% | -9.2% |
| 3M | -15.1% | -3.5% | -11.5% | -14.6% |
| 6M | +8.7% | -6.5% | +15.2% | +9.5% |
| YTD | -21.3% | -1.8% | -19.5% | -22.0% |
| 1Y | -12.7% | -10.7% | -1.9% | -11.8% |
| 3Y | +103.8% | +38.5% | +65.2% | +84.2% |
| 5Y | -16.8% | +185.2% | -202.0% | -35.5% |
| All | -5.9% | +312.2% | -318.2% | -38.2% |
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