-5.1%
DASH vs IBN
+142.1%
-147.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +4.1% | -13.5% | -11.9% |
| 7D | +0.5% | +11.7% | -11.2% | -6.3% |
| 30D | -7.1% | +16.1% | -23.2% | -15.3% |
| 3M | -13.2% | +7.0% | -20.2% | -16.9% |
| 6M | +8.3% | +26.1% | -17.8% | -5.9% |
| YTD | -20.6% | +10.1% | -30.6% | -25.5% |
| 1Y | -24.4% | +8.0% | -32.4% | -28.2% |
| 3Y | +94.5% | +46.0% | +48.5% | +44.3% |
| 5Y | -9.4% | +63.9% | -73.3% | -39.1% |
| All | -5.1% | +142.1% | -147.2% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling