-6.4%
DASH vs NDAQ
+62.3%
-68.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | +0.4% | +0.8% | -0.5% | +0.1% |
| 30D | -6.0% | +16.5% | -22.6% | -17.3% |
| 3M | -15.8% | +13.5% | -29.2% | -24.4% |
| 6M | +7.0% | +20.9% | -14.0% | -9.7% |
| YTD | -20.7% | +11.4% | -32.1% | -28.6% |
| 1Y | -8.5% | +25.9% | -34.5% | -26.6% |
| 3Y | +101.8% | +119.9% | -18.1% | -10.6% |
| All | -6.4% | +62.3% | -68.7% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling