+4.8%
DASH vs IP
-1.1%
+5.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.5% | +6.8% | +7.8% |
| 7D | +17.2% | +3.4% | +13.8% | +16.0% |
| 30D | +3.6% | +11.2% | -7.7% | +0.1% |
| 3M | -1.9% | -14.8% | +12.9% | +3.2% |
| 6M | +15.1% | +17.3% | -2.2% | +7.9% |
| YTD | -12.3% | -6.2% | -6.1% | -12.9% |
| 1Y | -17.2% | +2.3% | -19.6% | -20.8% |
| 3Y | +114.7% | +17.7% | +97.1% | +79.2% |
| 5Y | -4.3% | -8.4% | +4.2% | -12.8% |
| All | +4.8% | -1.1% | +5.9% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling