+101.8%
DASH vs PNR
+14.7%
+87.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.2% | +0.9% |
| 7D | +0.4% | +2.8% | -2.4% | -0.4% |
| 30D | -6.0% | +31.2% | -37.2% | -15.8% |
| 3M | -15.8% | -2.1% | -13.7% | -15.0% |
| 6M | +7.0% | -14.0% | +20.9% | +12.9% |
| YTD | -20.7% | -33.6% | +12.9% | -7.2% |
| 1Y | -8.5% | -35.2% | +26.6% | +8.0% |
| 3Y | +101.8% | +15.8% | +86.0% | +70.1% |
| All | +101.8% | +14.7% | +87.0% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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