+11.7%
DASH vs GM
+107.5%
-95.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.8% | -5.5% | -5.0% |
| 7D | -10.6% | +1.9% | -12.5% | -11.4% |
| 30D | +2.2% | -1.4% | +3.5% | +2.6% |
| 3M | +32.3% | +5.9% | +26.4% | +28.2% |
| 6M | +19.1% | +12.4% | +6.7% | +11.6% |
| YTD | -6.5% | +8.6% | -15.1% | -11.5% |
| 1Y | -14.9% | +52.6% | -67.5% | -32.9% |
| 3Y | +151.9% | +169.7% | -17.7% | +32.1% |
| 5Y | +9.4% | +87.5% | -78.1% | -33.1% |
| All | +11.7% | +107.5% | -95.8% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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