+11.7%
DASH vs IAU
+135.8%
-124.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.5% |
| 7D | -10.6% | -0.5% | -10.1% | -10.5% |
| 30D | +2.2% | +4.4% | -2.3% | +1.2% |
| 3M | +32.3% | -1.1% | +33.3% | +32.3% |
| 6M | +19.1% | -13.7% | +32.8% | +22.1% |
| YTD | -6.5% | +2.7% | -9.2% | -7.7% |
| 1Y | -14.9% | +24.6% | -39.5% | -19.7% |
| 3Y | +151.9% | +126.8% | +25.1% | +98.3% |
| 5Y | +9.4% | +139.5% | -130.0% | -20.1% |
| All | +11.7% | +135.8% | -124.1% | -19.3% |
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