-5.1%
DASH vs NDAQ
+168.9%
-173.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.6% | -6.8% | -7.3% |
| 7D | +0.5% | +1.2% | -0.7% | 0.0% |
| 30D | -7.1% | +15.8% | -22.9% | -17.6% |
| 3M | -13.2% | +13.4% | -26.6% | -21.9% |
| 6M | +8.3% | +20.9% | -12.6% | -8.3% |
| YTD | -20.6% | +11.1% | -31.7% | -28.2% |
| 1Y | -24.4% | +26.5% | -50.9% | -39.3% |
| 3Y | +94.5% | +121.5% | -27.0% | -11.0% |
| 5Y | -9.4% | +61.3% | -70.8% | -48.5% |
| All | -5.1% | +168.9% | -173.9% | -65.9% |
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