-4.5%
DASH vs FND
-40.3%
+35.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.3% | -1.3% |
| 7D | -4.8% | +8.5% | -13.3% | -8.5% |
| 30D | -7.9% | +17.2% | -25.1% | -14.9% |
| 3M | -16.3% | -14.9% | -1.4% | -9.9% |
| 6M | +10.4% | +3.1% | +7.3% | +6.1% |
| YTD | -20.1% | -12.4% | -7.7% | -18.9% |
| 1Y | -11.4% | -10.0% | -1.4% | -12.1% |
| 3Y | +114.1% | -31.3% | +145.4% | +109.8% |
| 5Y | -5.8% | -60.3% | +54.6% | +18.2% |
| All | -4.5% | -40.3% | +35.8% | -4.6% |
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