-15.5%
DASH vs FTI
+106.3%
-121.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.7% |
| 7D | -10.6% | +5.3% | -15.8% | -9.3% |
| 30D | +2.2% | +15.3% | -13.2% | +6.2% |
| 3M | +32.3% | +15.8% | +16.5% | +37.6% |
| 6M | +19.1% | +22.6% | -3.5% | +22.3% |
| YTD | -6.5% | +79.5% | -86.1% | -3.4% |
| All | -15.5% | +106.3% | -121.9% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1y: compounded portfolio wealth divided by compounded FTI 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…
1y analysis · Full analysis span regression · 6 months rolling