-11.2%
DASH vs ESI
+19.1%
-30.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | -2.8% | -6.6% | +3.8% | -2.7% |
| 30D | -9.3% | -9.8% | +0.5% | -9.2% |
| 3M | -15.1% | -11.9% | -3.1% | -14.9% |
| 6M | +8.7% | -25.1% | +33.8% | +9.0% |
| YTD | -21.3% | +31.9% | -53.2% | -26.3% |
| All | -11.2% | +19.1% | -30.3% | -16.4% |
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