+101.8%
DASH vs JCI
+174.6%
-72.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.9% | -0.9% |
| 7D | +0.4% | -9.4% | +9.8% | +3.0% |
| 30D | -6.0% | -13.4% | +7.4% | -2.5% |
| 3M | -15.8% | -12.4% | -3.4% | -13.0% |
| 6M | +7.0% | -5.1% | +12.1% | +6.6% |
| YTD | -20.7% | +13.7% | -34.4% | -28.4% |
| 1Y | -8.5% | +11.4% | -20.0% | -16.7% |
| 3Y | +101.8% | +175.9% | -74.1% | +8.2% |
| All | +101.8% | +174.6% | -72.8% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling