+102.1%
DASH vs PR
+61.1%
+40.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.9% | -4.5% | -9.1% |
| 7D | +0.5% | -16.5% | +17.1% | +1.7% |
| 30D | -7.1% | -4.5% | -2.6% | -7.2% |
| 3M | -13.2% | +8.5% | -21.7% | -14.6% |
| 6M | +8.3% | -3.3% | +11.6% | +8.0% |
| YTD | -20.6% | +55.7% | -76.3% | -27.8% |
| 1Y | -24.4% | +82.0% | -106.4% | -34.0% |
| All | +102.1% | +61.1% | +40.9% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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