-23.1%
DASH vs PBR
+77.1%
-100.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.5% |
| 7D | -12.8% | +0.3% | -13.2% | -12.7% |
| 30D | -6.0% | +17.5% | -23.5% | -3.1% |
| 3M | +26.7% | +20.9% | +5.8% | +31.1% |
| 6M | +11.7% | +20.2% | -8.6% | +13.4% |
| YTD | -12.9% | +84.3% | -97.2% | -15.1% |
| 1Y | -23.1% | +77.1% | -100.2% | -24.7% |
| All | -23.1% | +77.1% | -100.2% | -24.7% |
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