+114.1%
DASH vs JCI
+189.7%
-75.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.8% | -4.1% | -0.6% |
| 7D | -4.8% | -3.4% | -1.4% | -4.1% |
| 30D | -7.9% | -10.1% | +2.2% | -5.5% |
| 3M | -16.3% | -6.8% | -9.5% | -15.2% |
| 6M | +10.4% | +2.0% | +8.4% | +7.4% |
| YTD | -20.1% | +19.2% | -39.3% | -28.8% |
| 1Y | -11.4% | +16.7% | -28.2% | -20.4% |
| 3Y | +114.1% | +194.3% | -80.2% | +14.6% |
| All | +114.1% | +189.7% | -75.6% | +14.6% |
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