+7.4%
DASH vs LOW
+9.5%
-2.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.9% | -5.4% |
| 7D | -10.6% | -1.7% | -8.8% | -9.6% |
| 30D | +2.2% | -7.0% | +9.2% | +6.9% |
| 3M | +32.3% | -0.9% | +33.1% | +32.5% |
| 6M | +19.1% | -20.1% | +39.2% | +36.3% |
| YTD | -6.5% | -13.9% | +7.4% | +0.1% |
| 1Y | -14.9% | -21.1% | +6.2% | -3.5% |
| 3Y | +151.9% | -6.6% | +158.6% | +136.7% |
| All | +7.4% | +9.5% | -2.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 5y: compounded portfolio wealth divided by compounded LOW 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…
5y analysis · Full analysis span regression · 6 months rolling