-5.8%
DASH vs OPEN
-93.7%
+87.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -4.8% | -21.7% | +16.9% | -1.1% |
| 30D | -7.9% | -36.5% | +28.6% | -1.0% |
| 3M | -16.3% | -59.5% | +43.2% | -3.2% |
| 6M | +10.4% | -71.9% | +82.2% | +34.7% |
| YTD | -20.1% | -75.8% | +55.7% | -1.3% |
| 1Y | -11.4% | -78.5% | +67.1% | +9.9% |
| 3Y | +114.1% | -30.2% | +144.3% | +39.8% |
| 5Y | -5.8% | -93.3% | +87.5% | +36.4% |
| All | -5.8% | -93.7% | +87.9% | +36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling