+123.0%
DASH vs PL
+459.7%
-336.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -6.4% | +14.7% | +8.9% |
| 7D | +17.2% | -11.7% | +28.9% | +18.4% |
| 30D | +3.6% | -27.1% | +30.7% | +6.4% |
| 3M | -1.9% | -44.6% | +42.7% | +3.3% |
| 6M | +15.1% | -67.2% | +82.3% | +25.3% |
| YTD | -12.3% | -35.9% | +23.5% | -13.0% |
| 1Y | -17.2% | -0.4% | -16.8% | -22.4% |
| All | +123.0% | +459.7% | -336.7% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling