+19.1%
DASH vs NVT
+38.1%
-19.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.6% | -7.2% | -4.5% |
| 7D | -10.6% | +5.1% | -15.6% | -10.4% |
| 30D | +2.2% | -3.7% | +5.9% | +2.0% |
| 3M | +32.3% | -10.1% | +42.4% | +32.0% |
| 6M | +19.1% | +37.5% | -18.3% | +12.6% |
| All | +19.1% | +38.1% | -19.0% | +12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling