+11.7%
DASH vs PNC
+111.1%
-99.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | -10.6% | +1.4% | -12.0% | -11.2% |
| 30D | +2.2% | -3.8% | +6.0% | +4.1% |
| 3M | +32.3% | +9.0% | +23.3% | +25.9% |
| 6M | +19.1% | +16.6% | +2.5% | +9.2% |
| YTD | -6.5% | +20.4% | -26.9% | -15.8% |
| 1Y | -14.9% | +22.3% | -37.2% | -24.2% |
| 3Y | +151.9% | +124.5% | +27.4% | +56.2% |
| 5Y | +9.4% | +54.1% | -44.6% | -19.3% |
| All | +11.7% | +111.1% | -99.3% | -24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling