-12.2%
DASH vs GEN
+11.7%
-23.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.0% |
| 7D | -4.1% | -3.0% | -1.1% | -3.0% |
| 30D | -10.6% | +24.7% | -35.3% | -17.4% |
| 3M | -18.8% | +4.1% | -22.9% | -20.1% |
| 6M | +11.2% | +36.0% | -24.8% | -0.9% |
| YTD | -23.8% | +10.9% | -34.7% | -27.8% |
| 1Y | -12.2% | +12.2% | -24.3% | -17.5% |
| All | -12.2% | +11.7% | -23.9% | -17.5% |
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