+11.7%
DASH vs FIX
+3,089.0%
-3,077.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.9% | -6.5% | -5.1% |
| 7D | -10.6% | +6.0% | -16.6% | -12.0% |
| 30D | +2.2% | -7.2% | +9.4% | +3.6% |
| 3M | +32.3% | -15.9% | +48.1% | +35.9% |
| 6M | +19.1% | +12.7% | +6.4% | +10.0% |
| YTD | -6.5% | +72.8% | -79.3% | -25.6% |
| 1Y | -14.9% | +122.9% | -137.8% | -38.7% |
| 3Y | +151.9% | +774.3% | -622.4% | -0.3% |
| 5Y | +9.4% | +2,049.5% | -2,040.0% | -70.0% |
| All | +11.7% | +3,089.0% | -3,077.2% | -67.4% |
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 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