+11.7%
DASH vs NDAQ
+143.0%
-131.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.8% | -3.1% |
| 7D | -10.6% | -2.4% | -8.1% | -8.8% |
| 30D | +2.2% | +2.5% | -0.3% | 0.0% |
| 3M | +32.3% | +9.9% | +22.3% | +21.4% |
| 6M | +19.1% | +9.4% | +9.7% | +9.6% |
| YTD | -6.5% | +0.4% | -6.9% | -8.0% |
| 1Y | -14.9% | +4.0% | -18.9% | -19.6% |
| 3Y | +151.9% | +94.4% | +57.6% | +28.7% |
| 5Y | +9.4% | +56.7% | -47.3% | -36.3% |
| All | +11.7% | +143.0% | -131.3% | -56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling