-16.8%
DASH vs FTI
+800.3%
-817.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -2.8% | -3.3% | +0.5% | -2.3% |
| 30D | -9.3% | -7.2% | -2.1% | -8.4% |
| 3M | -15.1% | -12.9% | -2.2% | -13.4% |
| 6M | +8.7% | -7.9% | +16.6% | +8.8% |
| YTD | -21.3% | +45.2% | -66.5% | -29.4% |
| 1Y | -12.7% | +48.1% | -60.7% | -22.1% |
| 3Y | +103.8% | +205.0% | -101.2% | +51.0% |
| 5Y | -16.8% | +838.8% | -855.6% | -53.7% |
| All | -16.8% | +800.3% | -817.1% | -53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling