+7.4%
DASH vs JAAA
+25.6%
-18.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.8% |
| 7D | -10.6% | +0.2% | -10.7% | -10.9% |
| 30D | +2.2% | +0.5% | +1.6% | +0.9% |
| 3M | +32.3% | +1.3% | +31.0% | +28.5% |
| 6M | +19.1% | +2.7% | +16.5% | +12.2% |
| YTD | -6.5% | +3.2% | -9.7% | -12.8% |
| 1Y | -14.9% | +4.9% | -19.8% | -23.4% |
| 3Y | +151.9% | +19.0% | +132.9% | +101.5% |
| All | +7.4% | +25.6% | -18.2% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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