+4.8%
DASH vs FIX
+2,061.1%
-2,056.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -15.1% | +23.4% | +11.8% |
| 7D | +17.2% | -18.9% | +36.1% | +22.0% |
| 30D | +3.6% | -36.3% | +39.9% | +14.1% |
| 3M | -1.9% | -38.5% | +36.6% | +8.3% |
| 6M | +15.1% | -42.3% | +57.3% | +26.7% |
| YTD | -12.3% | +17.1% | -29.4% | -24.5% |
| 1Y | -17.2% | +14.4% | -31.6% | -28.5% |
| 3Y | +114.7% | +486.7% | -372.0% | -7.6% |
| 5Y | -4.3% | +1,083.7% | -1,088.0% | -71.8% |
| All | +4.8% | +2,061.1% | -2,056.3% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling