-23.9%
DASH vs Q
+75.3%
-99.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.3% | -7.7% | -5.6% |
| 7D | -11.2% | +6.7% | -17.9% | -11.9% |
| 30D | -7.3% | -10.6% | +3.3% | -6.1% |
| 3M | +31.4% | -14.6% | +46.0% | +32.6% |
| 6M | +11.9% | +12.1% | -0.2% | +2.9% |
| YTD | -11.5% | +51.3% | -62.8% | -25.8% |
| All | -23.9% | +75.3% | -99.2% | -32.9% |
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