+7.4%
DASH vs IP
-17.2%
+24.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.2% | -6.8% | -5.4% |
| 7D | -10.6% | -5.3% | -5.3% | -8.8% |
| 30D | +2.2% | -10.9% | +13.0% | +6.3% |
| 3M | +32.3% | +11.2% | +21.1% | +25.9% |
| 6M | +19.1% | -10.2% | +29.3% | +22.1% |
| YTD | -6.5% | -2.0% | -4.5% | -8.7% |
| 1Y | -14.9% | -19.1% | +4.2% | -10.4% |
| 3Y | +151.9% | +20.9% | +131.1% | +96.9% |
| All | +7.4% | -17.2% | +24.6% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling