-14.9%
DASH vs NTRS
+46.5%
-61.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | -10.6% | -0.1% | -10.5% | -10.5% |
| 30D | +2.2% | +1.2% | +0.9% | +1.7% |
| 3M | +32.3% | +8.3% | +23.9% | +28.7% |
| 6M | +19.1% | +30.0% | -10.9% | +6.5% |
| YTD | -6.5% | +38.0% | -44.6% | -17.7% |
| 1Y | -14.9% | +47.4% | -62.3% | -27.1% |
| All | -14.9% | +46.5% | -61.4% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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