+11.7%
DASH vs GEN
+79.6%
-67.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.5% | -3.8% |
| 7D | -10.6% | -1.2% | -9.4% | -10.1% |
| 30D | +2.2% | +10.1% | -8.0% | -1.8% |
| 3M | +32.3% | +16.1% | +16.2% | +24.4% |
| 6M | +19.1% | +38.9% | -19.7% | +3.7% |
| YTD | -6.5% | +14.4% | -20.9% | -12.4% |
| 1Y | -14.9% | +5.9% | -20.8% | -17.9% |
| 3Y | +151.9% | +58.8% | +93.2% | +100.0% |
| 5Y | +9.4% | +24.7% | -15.2% | -8.2% |
| All | +11.7% | +79.6% | -67.8% | -21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling