-12.2%
DASH vs NVT
+5.4%
-17.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.2% |
| 7D | -4.1% | +17.4% | -21.5% | -4.2% |
| 30D | -10.6% | -28.4% | +17.7% | -10.5% |
| 3M | -18.8% | -32.4% | +13.6% | -18.4% |
| 6M | +11.2% | -32.2% | +43.4% | +11.4% |
| YTD | -23.8% | +14.0% | -37.8% | -29.7% |
| 1Y | -12.2% | +4.3% | -16.5% | -18.7% |
| All | -12.2% | +5.4% | -17.6% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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