+19.1%
DASH vs EQT
-8.9%
+28.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -5.0% |
| 7D | -10.6% | +1.1% | -11.7% | -10.1% |
| 30D | +2.2% | +7.7% | -5.5% | +5.9% |
| 3M | +32.3% | +0.2% | +32.1% | +34.8% |
| 6M | +19.1% | -9.5% | +28.6% | +16.4% |
| All | +19.1% | -8.9% | +28.0% | +16.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling