-12.1%
DASH vs GEN
+14.8%
-27.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.5% |
| 7D | -4.5% | +2.0% | -6.6% | -5.3% |
| 30D | -6.8% | +27.7% | -34.5% | -14.7% |
| 3M | -20.7% | +3.3% | -24.0% | -21.6% |
| 6M | +15.1% | +31.8% | -16.8% | +3.5% |
| YTD | -24.3% | +13.5% | -37.8% | -29.0% |
| 1Y | -12.1% | +16.0% | -28.2% | -18.5% |
| All | -12.1% | +14.8% | -27.0% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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