-5.1%
DASH vs IAU
+117.8%
-122.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.8% | -10.2% | -9.6% |
| 7D | +0.5% | +1.9% | -1.4% | 0.0% |
| 30D | -7.1% | -1.7% | -5.3% | -6.8% |
| 3M | -13.2% | -3.6% | -9.6% | -12.6% |
| 6M | +8.3% | -10.1% | +18.4% | +10.4% |
| YTD | -20.6% | -5.1% | -15.4% | -20.3% |
| 1Y | -24.4% | +2.6% | -27.0% | -25.5% |
| 3Y | +94.5% | +104.1% | -9.6% | +56.7% |
| 5Y | -9.4% | +122.8% | -132.2% | -32.8% |
| All | -5.1% | +117.8% | -122.8% | -30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling