-14.9%
DASH vs NTR
+43.1%
-58.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.6% | -3.1% | -4.9% |
| 7D | -10.6% | +8.1% | -18.7% | -9.3% |
| 30D | +2.2% | +18.8% | -16.6% | +5.5% |
| 3M | +32.3% | +16.2% | +16.1% | +36.5% |
| 6M | +19.1% | +9.8% | +9.4% | +21.4% |
| YTD | -6.5% | +30.9% | -37.4% | -3.7% |
| 1Y | -14.9% | +41.8% | -56.6% | -10.5% |
| All | -14.9% | +43.1% | -58.0% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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