-9.5%
DASH vs GIS
-27.7%
+18.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.4% |
| 7D | -4.5% | -3.4% | -1.2% | -4.9% |
| 30D | -6.8% | +6.9% | -13.7% | -6.0% |
| 3M | -20.7% | -10.1% | -10.6% | -22.0% |
| 6M | +15.1% | +5.9% | +9.2% | +16.9% |
| YTD | -24.3% | -21.1% | -3.2% | -28.3% |
| 1Y | -12.1% | -22.5% | +10.3% | -17.1% |
| 3Y | +91.1% | -39.0% | +130.0% | +70.7% |
| 5Y | -30.3% | -33.3% | +3.1% | -31.7% |
| All | -9.5% | -27.7% | +18.2% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 10y: compounded portfolio wealth divided by compounded GIS 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…
10y analysis · Full analysis span regression · 6 months rolling