-4.5%
DASH vs NI
+135.7%
-140.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.3% | +0.3% |
| 7D | -4.8% | +0.4% | -5.2% | -4.8% |
| 30D | -7.9% | +11.3% | -19.2% | -9.6% |
| 3M | -16.3% | +6.5% | -22.8% | -17.3% |
| 6M | +10.4% | -2.3% | +12.6% | +10.7% |
| YTD | -20.1% | +10.8% | -30.9% | -22.3% |
| 1Y | -11.4% | +6.2% | -17.7% | -13.1% |
| 3Y | +114.1% | +98.7% | +15.4% | +85.8% |
| 5Y | -5.8% | +111.3% | -117.1% | -13.2% |
| All | -4.5% | +135.7% | -140.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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