-11.3%
DASH vs PBR
+47.6%
-58.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.6% |
| 7D | -4.8% | -13.3% | +8.5% | -6.9% |
| 30D | -7.9% | -27.5% | +19.6% | -11.6% |
| 3M | -16.3% | +5.2% | -21.5% | -12.4% |
| 6M | +10.4% | -6.4% | +16.8% | +14.9% |
| YTD | -20.1% | +61.6% | -81.7% | -17.3% |
| All | -11.3% | +47.6% | -58.9% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling