+153.0%
DASH vs GEN
+58.9%
+94.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.5% | -3.8% |
| 7D | -10.6% | -1.2% | -9.4% | -10.2% |
| 30D | +2.2% | +10.1% | -8.0% | -1.5% |
| 3M | +32.3% | +16.1% | +16.2% | +25.0% |
| 6M | +19.1% | +38.9% | -19.7% | +5.3% |
| YTD | -6.5% | +14.4% | -20.9% | -11.9% |
| 1Y | -14.9% | +5.9% | -20.8% | -17.9% |
| All | +153.0% | +58.9% | +94.1% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling