-9.4%
DASH vs O
+10.9%
-20.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.5% | -9.9% | -9.7% |
| 7D | +0.5% | +4.5% | -4.0% | -1.9% |
| 30D | -7.1% | +10.2% | -17.3% | -12.0% |
| 3M | -13.2% | -3.8% | -9.4% | -11.3% |
| 6M | +8.3% | -3.8% | +12.1% | +10.2% |
| YTD | -20.6% | +10.3% | -30.9% | -26.8% |
| 1Y | -24.4% | +11.9% | -36.3% | -31.1% |
| 3Y | +94.5% | +38.1% | +56.4% | +38.5% |
| 5Y | -9.4% | +11.1% | -20.5% | -20.0% |
| All | -9.4% | +10.9% | -20.3% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling