-17.2%
DASH vs Q
+19.7%
-36.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.1% | +8.4% | +8.3% |
| 7D | +17.2% | -3.3% | +20.4% | +17.6% |
| 30D | +3.6% | -9.7% | +13.2% | +4.8% |
| 3M | -1.9% | -16.1% | +14.2% | +0.1% |
| 6M | +15.1% | -15.7% | +30.8% | +14.2% |
| YTD | -12.3% | +45.7% | -58.1% | -27.2% |
| 1Y | -17.2% | +18.0% | -35.2% | -22.0% |
| All | -17.2% | +19.7% | -36.9% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling