-5.1%
DASH vs PAAS
+45.3%
-50.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.2% | -7.2% | -9.0% |
| 7D | +0.5% | -0.4% | +0.9% | +0.6% |
| 30D | -7.1% | -11.6% | +4.6% | -4.9% |
| 3M | -13.2% | -15.6% | +2.4% | -10.8% |
| 6M | +8.3% | -19.1% | +27.4% | +11.2% |
| YTD | -20.6% | -20.9% | +0.4% | -18.9% |
| 1Y | -24.4% | +21.3% | -45.7% | -29.5% |
| 3Y | +94.5% | +177.4% | -82.9% | +45.0% |
| 5Y | -9.4% | +71.3% | -80.8% | -28.0% |
| All | -5.1% | +45.3% | -50.3% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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