-9.4%
DASH vs FIX
+929.6%
-939.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -11.6% | +2.2% | -6.4% |
| 7D | +0.5% | -27.2% | +27.8% | +8.1% |
| 30D | -7.1% | -46.9% | +39.8% | +8.6% |
| 3M | -13.2% | -44.4% | +31.2% | -0.7% |
| 6M | +8.3% | -50.9% | +59.2% | +26.0% |
| YTD | -20.6% | +3.5% | -24.1% | -30.9% |
| 1Y | -24.4% | -2.1% | -22.3% | -33.2% |
| 3Y | +94.5% | +418.7% | -324.2% | -29.6% |
| 5Y | -9.4% | +894.6% | -904.0% | -82.5% |
| All | -9.4% | +929.6% | -939.0% | -82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling