+153.0%
DASH vs JCI
+155.6%
-2.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.9% | -6.5% | -5.3% |
| 7D | -10.6% | +3.8% | -14.4% | -11.8% |
| 30D | +2.2% | -5.7% | +7.8% | +4.2% |
| 3M | +32.3% | -1.4% | +33.7% | +32.1% |
| 6M | +19.1% | +4.1% | +15.0% | +15.0% |
| YTD | -6.5% | +21.7% | -28.3% | -17.5% |
| 1Y | -14.9% | +36.1% | -51.0% | -30.1% |
| All | +153.0% | +155.6% | -2.6% | +33.6% |
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