+153.0%
DASH vs KMB
-5.5%
+158.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.6% | -3.0% | -4.5% |
| 7D | -10.6% | -3.0% | -7.5% | -10.4% |
| 30D | +2.2% | -5.5% | +7.6% | +2.4% |
| 3M | +32.3% | +14.0% | +18.3% | +32.9% |
| 6M | +19.1% | +4.1% | +15.0% | +19.2% |
| YTD | -6.5% | +8.0% | -14.6% | -6.2% |
| 1Y | -14.9% | -13.7% | -1.2% | -15.1% |
| All | +153.0% | -5.5% | +158.5% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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