-17.2%
DASH vs FITB
+36.9%
-54.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.5% | +6.9% | +7.8% |
| 7D | +17.2% | +2.3% | +14.8% | +16.4% |
| 30D | +3.6% | +7.7% | -4.2% | +1.2% |
| 3M | -1.9% | -4.5% | +2.6% | -0.9% |
| 6M | +15.1% | +12.5% | +2.6% | +9.3% |
| YTD | -12.3% | +19.8% | -32.1% | -16.2% |
| 1Y | -17.2% | +34.1% | -51.4% | -24.3% |
| All | -17.2% | +36.9% | -54.1% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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