+11.7%
DASH vs OPEN
-87.8%
+99.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.3% | -4.7% |
| 7D | -10.6% | -4.3% | -6.3% | -9.9% |
| 30D | +2.2% | -16.2% | +18.4% | +5.0% |
| 3M | +32.3% | -36.4% | +68.6% | +41.8% |
| 6M | +19.1% | -35.5% | +54.6% | +26.7% |
| YTD | -6.5% | -46.0% | +39.5% | +1.4% |
| 1Y | -14.9% | -47.1% | +32.3% | -15.0% |
| 3Y | +151.9% | -19.0% | +171.0% | +77.4% |
| 5Y | +9.4% | -83.6% | +93.0% | +1.3% |
| All | +11.7% | -87.8% | +99.5% | +10.6% |
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