-5.2%
DASH vs OPEN
-94.6%
+89.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -21.8% | +21.6% | +3.7% |
| 7D | +0.4% | -22.2% | +22.6% | +4.5% |
| 30D | -6.0% | -38.3% | +32.3% | +1.6% |
| 3M | -15.8% | -59.4% | +43.6% | -2.3% |
| 6M | +7.0% | -74.4% | +81.3% | +33.2% |
| YTD | -20.7% | -76.0% | +55.3% | -1.5% |
| 1Y | -8.5% | -78.7% | +70.1% | +14.1% |
| 3Y | +101.8% | -30.0% | +131.8% | +33.4% |
| 5Y | -9.6% | -93.7% | +84.2% | -0.1% |
| All | -5.2% | -94.6% | +89.4% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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