-12.2%
DASH vs IBN
+13.1%
-25.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.6% |
| 7D | -4.1% | +5.7% | -9.8% | -7.4% |
| 30D | -10.6% | +20.5% | -31.1% | -21.4% |
| 3M | -18.8% | +15.2% | -34.0% | -26.5% |
| 6M | +11.2% | +34.5% | -23.3% | -7.6% |
| YTD | -23.8% | +16.4% | -40.2% | -33.7% |
| 1Y | -12.2% | +13.5% | -25.7% | -23.2% |
| All | -12.2% | +13.1% | -25.2% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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