-8.5%
DASH vs IAU
+1.6%
-10.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +0.4% | +4.7% | -4.4% | -0.7% |
| 30D | -6.0% | -0.9% | -5.2% | -6.0% |
| 3M | -15.8% | -4.4% | -11.4% | -15.1% |
| 6M | +7.0% | -13.5% | +20.5% | +8.5% |
| YTD | -20.7% | -5.9% | -14.8% | -15.7% |
| 1Y | -8.5% | +1.9% | -10.4% | +8.6% |
| All | -8.5% | +1.6% | -10.2% | +8.6% |
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