-12.2%
DASH vs IAU
-6.5%
-5.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -2.4% |
| 7D | -4.1% | -5.5% | +1.4% | -2.7% |
| 30D | -10.6% | -7.0% | -3.6% | -9.1% |
| 3M | -18.8% | -12.3% | -6.5% | -16.6% |
| 6M | +11.2% | -17.9% | +29.2% | +14.4% |
| YTD | -23.8% | -10.3% | -13.5% | -18.3% |
| 1Y | -12.2% | -7.9% | -4.3% | +1.2% |
| All | -12.2% | -6.5% | -5.7% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling