+5.6%
DASH vs INFQ
-40.5%
+46.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | -0.4% |
| 7D | -4.5% | -4.6% | +0.1% | -4.2% |
| 30D | -6.8% | -6.9% | +0.1% | -6.6% |
| 3M | -20.7% | -30.4% | +9.7% | -19.5% |
| 6M | +15.1% | -36.2% | +51.2% | +15.0% |
| All | +5.6% | -40.5% | +46.1% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 3y: compounded portfolio wealth divided by compounded INFQ 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…
3y analysis · Full analysis span regression · 6 months rolling