-11.1%
DASH vs IBN
+15.0%
-26.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -10.2% | +11.1% | -21.4% | -16.5% |
| 30D | -8.2% | +23.9% | -32.1% | -20.8% |
| 3M | -15.9% | +16.3% | -32.2% | -24.3% |
| 6M | +13.3% | +34.2% | -20.9% | -6.0% |
| YTD | -21.3% | +17.6% | -38.8% | -32.1% |
| 1Y | -11.1% | +13.8% | -25.0% | -22.5% |
| All | -11.1% | +15.0% | -26.2% | -22.5% |
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