-5.8%
DASH vs EQT
+161.1%
-166.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -4.8% | -8.7% | +3.9% | -3.1% |
| 30D | -7.9% | -5.2% | -2.7% | -7.0% |
| 3M | -16.3% | -3.1% | -13.2% | -16.0% |
| 6M | +10.4% | -10.3% | +20.6% | +12.2% |
| YTD | -20.1% | -5.8% | -14.3% | -20.2% |
| 1Y | -11.4% | -12.9% | +1.4% | -10.1% |
| 3Y | +114.1% | +32.0% | +82.0% | +93.3% |
| 5Y | -5.8% | +164.6% | -170.4% | -32.8% |
| All | -5.8% | +161.1% | -166.9% | -32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling