-5.2%
DASH vs ETR
+156.0%
-161.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.4% |
| 30D | -6.0% | +7.5% | -13.6% | -7.1% |
| 3M | -15.8% | +4.4% | -20.2% | -16.3% |
| 6M | +7.0% | -1.5% | +8.5% | +7.0% |
| YTD | -20.7% | +21.8% | -42.4% | -24.4% |
| 1Y | -8.5% | +18.4% | -26.9% | -12.4% |
| 3Y | +101.8% | +148.5% | -46.7% | +68.9% |
| 5Y | -9.6% | +152.6% | -162.2% | -22.2% |
| All | -5.2% | +156.0% | -161.2% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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