-14.9%
DASH vs FGI
+81.8%
-96.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +7.5% | -12.2% | -4.7% |
| 7D | -10.6% | +0.5% | -11.1% | -10.6% |
| 30D | +2.2% | +65.4% | -63.3% | +0.6% |
| 3M | +32.3% | +23.5% | +8.8% | +30.6% |
| 6M | +19.1% | +60.5% | -41.4% | +15.7% |
| YTD | -6.5% | +30.0% | -36.5% | -8.8% |
| 1Y | -14.9% | +82.1% | -97.0% | -18.3% |
| All | -14.9% | +81.8% | -96.7% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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