+4.8%
DASH vs GEN
+81.0%
-76.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.0% | +4.4% | +6.8% |
| 7D | +17.2% | +26.9% | -9.7% | +6.7% |
| 30D | +3.6% | +38.6% | -35.1% | -8.8% |
| 3M | -1.9% | +9.7% | -11.6% | -6.2% |
| 6M | +15.1% | +58.9% | -43.8% | -5.7% |
| YTD | -12.3% | +15.3% | -27.6% | -18.6% |
| 1Y | -17.2% | +21.8% | -39.0% | -24.8% |
| 3Y | +114.7% | +85.8% | +28.9% | +58.2% |
| 5Y | -4.3% | +37.4% | -41.6% | -22.7% |
| All | +4.8% | +81.0% | -76.2% | -27.0% |
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