-5.2%
DASH vs ESI
+122.6%
-127.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -1.1% |
| 7D | +0.4% | -8.5% | +8.9% | +4.5% |
| 30D | -6.0% | -15.7% | +9.6% | +1.1% |
| 3M | -15.8% | -18.2% | +2.5% | -8.7% |
| 6M | +7.0% | -28.8% | +35.8% | +20.5% |
| YTD | -20.7% | +26.3% | -46.9% | -39.2% |
| 1Y | -8.5% | +18.2% | -26.8% | -27.5% |
| 3Y | +101.8% | +68.1% | +33.7% | +15.7% |
| 5Y | -9.6% | +28.8% | -38.3% | -41.3% |
| All | -5.2% | +122.6% | -127.8% | -42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling