+11.7%
DASH vs EQT
+336.0%
-324.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.5% |
| 7D | -10.6% | +1.1% | -11.7% | -10.8% |
| 30D | +2.2% | +7.7% | -5.5% | +0.7% |
| 3M | +32.3% | +0.2% | +32.1% | +31.8% |
| 6M | +19.1% | -9.5% | +28.6% | +20.7% |
| YTD | -6.5% | +3.8% | -10.3% | -8.2% |
| 1Y | -14.9% | +7.8% | -22.7% | -17.4% |
| 3Y | +151.9% | +30.1% | +121.8% | +131.6% |
| 5Y | +9.4% | +188.6% | -179.2% | -15.7% |
| All | +11.7% | +336.0% | -324.3% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling