-9.5%
DASH vs O
+35.6%
-45.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -4.5% | -0.4% | -4.2% | -4.4% |
| 30D | -6.8% | +7.1% | -13.9% | -9.5% |
| 3M | -20.7% | -5.2% | -15.5% | -18.8% |
| 6M | +15.1% | -1.8% | +16.8% | +15.6% |
| YTD | -24.3% | +9.1% | -33.3% | -28.5% |
| 1Y | -12.1% | +9.7% | -21.8% | -17.3% |
| 3Y | +91.1% | +39.1% | +51.9% | +48.6% |
| 5Y | -30.3% | +8.4% | -38.6% | -37.0% |
| All | -9.5% | +35.6% | -45.1% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling