+7.4%
DASH vs PNC
+53.4%
-46.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | -10.6% | +1.4% | -12.0% | -11.3% |
| 30D | +2.2% | -3.8% | +6.0% | +4.3% |
| 3M | +32.3% | +9.0% | +23.3% | +25.3% |
| 6M | +19.1% | +16.6% | +2.5% | +8.3% |
| YTD | -6.5% | +20.4% | -26.9% | -16.7% |
| 1Y | -14.9% | +22.3% | -37.2% | -25.1% |
| 3Y | +151.9% | +124.5% | +27.4% | +46.5% |
| All | +7.4% | +53.4% | -46.0% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 5y: compounded portfolio wealth divided by compounded PNC 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…
5y analysis · Full analysis span regression · 6 months rolling