-29.3%
DASH vs PNC
+36.8%
-66.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.9% |
| 7D | -4.5% | +3.1% | -7.6% | -6.2% |
| 30D | -6.8% | +7.6% | -14.4% | -10.5% |
| 3M | -20.7% | -8.1% | -12.6% | -16.7% |
| 6M | +15.1% | +12.6% | +2.5% | +6.8% |
| YTD | -24.3% | +15.0% | -39.2% | -30.7% |
| 1Y | -12.1% | +30.4% | -42.5% | -25.6% |
| 3Y | +91.1% | +116.1% | -25.1% | +11.7% |
| All | -29.3% | +36.8% | -66.2% | -47.9% |
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