-5.1%
DASH vs OPEN
-93.0%
+88.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -9.6% | +0.2% | -7.7% |
| 7D | +0.5% | -5.8% | +6.3% | +1.6% |
| 30D | -7.1% | -21.1% | +14.1% | -3.3% |
| 3M | -13.2% | -52.4% | +39.2% | -1.7% |
| 6M | +8.3% | -65.8% | +74.1% | +28.8% |
| YTD | -20.6% | -69.3% | +48.7% | -5.1% |
| 1Y | -24.4% | -75.2% | +50.8% | -7.4% |
| 3Y | +94.5% | -14.4% | +108.9% | +25.6% |
| 5Y | -9.4% | -92.0% | +82.5% | -3.7% |
| All | -5.1% | -93.0% | +88.0% | +3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling