-29.3%
DASH vs JAAA
+27.5%
-56.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -4.5% | +0.1% | -4.6% | -4.8% |
| 30D | -6.8% | +0.4% | -7.2% | -7.7% |
| 3M | -20.7% | +1.2% | -21.9% | -22.9% |
| 6M | +15.1% | +2.3% | +12.7% | +9.1% |
| YTD | -24.3% | +4.0% | -28.3% | -30.8% |
| 1Y | -12.1% | +4.8% | -17.0% | -21.1% |
| 3Y | +91.1% | +18.4% | +72.6% | +50.2% |
| All | -29.3% | +27.5% | -56.9% | -54.0% |
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