-23.1%
DASH vs NRG
-21.3%
-1.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -1.5% |
| 7D | -12.8% | +3.9% | -16.7% | -12.9% |
| 30D | -6.0% | -3.0% | -3.0% | -5.9% |
| 3M | +26.7% | -10.9% | +37.6% | +26.3% |
| 6M | +11.7% | -25.3% | +37.0% | +11.7% |
| YTD | -12.9% | -26.8% | +13.9% | -12.8% |
| 1Y | -23.1% | -23.3% | +0.2% | -20.7% |
| All | -23.1% | -21.3% | -1.8% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling