-5.9%
DASH vs NDAQ
+176.9%
-182.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -2.6% |
| 7D | -2.8% | +2.9% | -5.6% | -4.7% |
| 30D | -9.3% | +17.5% | -26.8% | -20.5% |
| 3M | -15.1% | +15.4% | -30.5% | -24.7% |
| 6M | +8.7% | +24.6% | -15.9% | -10.2% |
| YTD | -21.3% | +14.4% | -35.7% | -30.6% |
| 1Y | -12.7% | +26.9% | -39.6% | -29.9% |
| 3Y | +103.8% | +119.8% | -16.0% | -5.5% |
| 5Y | -16.8% | +70.5% | -87.3% | -54.6% |
| All | -5.9% | +176.9% | -182.8% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling