+11.7%
DASH vs PNR
+25.4%
-13.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -4.9% | -4.8% |
| 7D | -10.6% | -2.4% | -8.2% | -9.2% |
| 30D | +2.2% | -12.8% | +14.9% | +11.4% |
| 3M | +32.3% | -17.0% | +49.3% | +46.6% |
| 6M | +19.1% | -37.4% | +56.5% | +59.2% |
| YTD | -6.5% | -41.6% | +35.1% | +29.5% |
| 1Y | -14.9% | -44.6% | +29.7% | +22.3% |
| 3Y | +151.9% | -12.1% | +164.1% | +137.9% |
| 5Y | +9.4% | -17.4% | +26.8% | -6.9% |
| All | +11.7% | +25.4% | -13.7% | -25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling