-16.8%
DASH vs PODD
-53.5%
+36.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | -2.8% | -4.4% | +1.6% | -0.7% |
| 30D | -9.3% | +9.4% | -18.7% | -12.6% |
| 3M | -15.1% | +3.6% | -18.7% | -16.4% |
| 6M | +8.7% | -4.0% | +12.7% | +8.0% |
| YTD | -21.3% | -47.9% | +26.6% | +2.9% |
| 1Y | -12.7% | -53.8% | +41.1% | +19.8% |
| 3Y | +103.8% | -4.5% | +108.3% | +75.5% |
| 5Y | -16.8% | -51.9% | +35.1% | +4.5% |
| All | -16.8% | -53.5% | +36.7% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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