-17.2%
DASH vs JBL
+20.8%
-38.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.8% | +13.2% | +8.4% |
| 7D | +17.2% | -11.1% | +28.3% | +17.5% |
| 30D | +3.6% | -14.1% | +17.6% | +4.1% |
| 3M | -1.9% | -23.9% | +22.1% | -1.1% |
| 6M | +15.1% | -24.1% | +39.2% | +13.9% |
| YTD | -12.3% | +13.5% | -25.8% | -19.6% |
| 1Y | -17.2% | +23.7% | -41.0% | -28.4% |
| All | -17.2% | +20.8% | -38.0% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling