-17.2%
DASH vs ESI
+27.8%
-45.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.6% | +13.0% | +8.4% |
| 7D | +17.2% | -6.6% | +23.7% | +17.3% |
| 30D | +3.6% | -10.9% | +14.5% | +3.9% |
| 3M | -1.9% | -13.8% | +12.0% | -1.5% |
| 6M | +15.1% | -21.5% | +36.6% | +15.1% |
| YTD | -12.3% | +34.7% | -47.0% | -21.3% |
| 1Y | -17.2% | +24.9% | -42.1% | -24.6% |
| All | -17.2% | +27.8% | -45.1% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1y: compounded portfolio wealth divided by compounded ESI 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…
1y analysis · Full analysis span regression · 6 months rolling