-11.6%
DASH vs FTV
+30.9%
-42.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | -4.1% | +3.7% | -7.8% | -5.4% |
| 30D | -10.6% | +16.8% | -27.5% | -14.4% |
| 3M | -18.8% | +10.4% | -29.2% | -21.1% |
| 6M | +11.2% | +12.8% | -1.6% | +7.4% |
| YTD | -23.8% | +23.3% | -47.1% | -25.8% |
| All | -11.6% | +30.9% | -42.5% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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