-7.0%
DASH vs OMC
+49.2%
-56.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | +0.4% | +6.3% | -5.9% | -2.8% |
| 30D | -6.0% | +15.4% | -21.4% | -13.0% |
| 3M | -15.8% | +5.8% | -21.5% | -18.3% |
| 6M | +7.0% | +14.7% | -7.7% | -1.5% |
| YTD | -20.7% | +10.3% | -31.0% | -26.1% |
| 1Y | -8.5% | +23.2% | -31.8% | -21.0% |
| 3Y | +101.8% | +24.6% | +77.2% | +55.6% |
| All | -7.0% | +49.2% | -56.2% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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