-29.3%
DASH vs NI
+113.9%
-143.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -4.5% | +4.3% | -8.8% | -5.7% |
| 30D | -6.8% | +12.4% | -19.2% | -9.7% |
| 3M | -20.7% | +10.2% | -30.9% | -22.8% |
| 6M | +15.1% | -0.8% | +15.9% | +15.0% |
| YTD | -24.3% | +13.2% | -37.5% | -27.9% |
| 1Y | -12.1% | +10.1% | -22.2% | -15.6% |
| 3Y | +91.1% | +103.1% | -12.0% | +48.1% |
| All | -29.3% | +113.9% | -143.3% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling