-35.5%
DASH vs FRMI
-91.8%
+56.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +13.8% | -17.0% | -3.4% |
| 7D | -4.1% | +34.6% | -38.7% | -4.7% |
| 30D | -10.6% | -44.6% | +34.0% | -9.8% |
| 3M | -18.8% | -72.9% | +54.1% | -17.1% |
| 6M | +11.2% | -62.3% | +73.5% | +12.1% |
| YTD | -23.8% | -74.3% | +50.5% | -23.0% |
| 1Y | -12.2% | -90.5% | +78.4% | -10.5% |
| All | -35.5% | -91.8% | +56.3% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 3y: compounded portfolio wealth divided by compounded FRMI 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…
3y analysis · Full analysis span regression · 6 months rolling