+11.7%
DASH vs O
+39.8%
-28.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.3% |
| 7D | -10.6% | -0.7% | -9.8% | -10.3% |
| 30D | +2.2% | -1.9% | +4.0% | +3.0% |
| 3M | +32.3% | +3.8% | +28.4% | +29.8% |
| 6M | +19.1% | -4.7% | +23.9% | +21.3% |
| YTD | -6.5% | +12.5% | -19.0% | -12.9% |
| 1Y | -14.9% | +10.8% | -25.7% | -20.3% |
| 3Y | +151.9% | +28.8% | +123.2% | +109.1% |
| 5Y | +9.4% | +13.2% | -3.7% | -2.6% |
| All | +11.7% | +39.8% | -28.1% | +22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling