-4.3%
DASH vs FN
+197.1%
-201.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -6.0% | +14.3% | +9.5% |
| 7D | +17.2% | -7.0% | +24.2% | +18.2% |
| 30D | +3.6% | -24.7% | +28.3% | +8.8% |
| 3M | -1.9% | -35.7% | +33.8% | +5.3% |
| 6M | +15.1% | -52.4% | +67.5% | +29.4% |
| YTD | -12.3% | -25.0% | +12.6% | -16.6% |
| 1Y | -17.2% | -25.7% | +8.4% | -21.7% |
| 3Y | +114.7% | +110.2% | +4.5% | +23.1% |
| 5Y | -4.3% | +192.3% | -196.6% | -61.7% |
| All | -4.3% | +197.1% | -201.3% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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