-5.2%
DASH vs NI
+131.0%
-136.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | 0.0% |
| 7D | +0.4% | -0.9% | +1.3% | +0.6% |
| 30D | -6.0% | +9.6% | -15.7% | -7.5% |
| 3M | -15.8% | +2.5% | -18.2% | -16.1% |
| 6M | +7.0% | -5.8% | +12.8% | +8.0% |
| YTD | -20.7% | +8.6% | -29.2% | -22.5% |
| 1Y | -8.5% | +6.0% | -14.5% | -10.2% |
| 3Y | +101.8% | +91.0% | +10.8% | +76.5% |
| 5Y | -9.6% | +104.8% | -114.3% | -16.8% |
| All | -5.2% | +131.0% | -136.2% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling