-5.9%
DASH vs FIX
+2,090.1%
-2,096.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -2.8% | -13.9% | +11.2% | 0.0% |
| 30D | -9.3% | -35.5% | +26.3% | -0.4% |
| 3M | -15.1% | -33.9% | +18.9% | -8.0% |
| 6M | +8.7% | -43.3% | +52.0% | +20.6% |
| YTD | -21.3% | +18.7% | -40.0% | -32.5% |
| 1Y | -12.7% | +13.8% | -26.4% | -24.5% |
| 3Y | +103.8% | +495.0% | -391.2% | -12.7% |
| 5Y | -16.8% | +1,049.0% | -1,065.8% | -75.7% |
| All | -5.9% | +2,090.1% | -2,096.0% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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