+7.4%
DASH vs IBN
+61.6%
-54.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.1% |
| 7D | -10.6% | +1.4% | -12.0% | -11.4% |
| 30D | +2.2% | -0.3% | +2.5% | +2.3% |
| 3M | +32.3% | +17.1% | +15.2% | +18.7% |
| 6M | +19.1% | +3.4% | +15.7% | +16.2% |
| YTD | -6.5% | +2.5% | -9.0% | -8.7% |
| 1Y | -14.9% | -4.2% | -10.7% | -13.4% |
| 3Y | +151.9% | +32.4% | +119.5% | +87.2% |
| All | +7.4% | +61.6% | -54.1% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling