-5.9%
DASH vs FND
-42.5%
+36.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | +0.3% |
| 7D | -2.8% | +6.8% | -9.6% | -5.8% |
| 30D | -9.3% | +13.1% | -22.3% | -14.7% |
| 3M | -15.1% | -13.1% | -2.0% | -9.5% |
| 6M | +8.7% | -0.6% | +9.3% | +6.4% |
| YTD | -21.3% | -15.5% | -5.8% | -18.7% |
| 1Y | -12.7% | -13.7% | +1.0% | -11.5% |
| 3Y | +103.8% | -35.0% | +138.8% | +106.0% |
| 5Y | -16.8% | -60.1% | +43.3% | +4.6% |
| All | -5.9% | -42.5% | +36.5% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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