-5.1%
DASH vs FND
-42.4%
+37.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.6% | -5.8% | -7.6% |
| 7D | +0.5% | +2.2% | -1.7% | -0.5% |
| 30D | -7.1% | +9.6% | -16.7% | -11.3% |
| 3M | -13.2% | -17.9% | +4.7% | -4.9% |
| 6M | +8.3% | +6.6% | +1.7% | +2.3% |
| YTD | -20.6% | -15.5% | -5.1% | -17.9% |
| 1Y | -24.4% | -16.2% | -8.2% | -21.7% |
| 3Y | +94.5% | -36.3% | +130.8% | +99.5% |
| 5Y | -9.4% | -61.4% | +51.9% | +15.2% |
| All | -5.1% | -42.4% | +37.4% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling