-9.5%
DASH vs QSR
+54.4%
-63.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -4.5% | -2.9% | -1.6% | -2.9% |
| 30D | -6.8% | +4.1% | -10.9% | -8.8% |
| 3M | -20.7% | -0.7% | -20.0% | -20.4% |
| 6M | +15.1% | +0.4% | +14.6% | +14.4% |
| YTD | -24.3% | +13.5% | -37.8% | -30.1% |
| 1Y | -12.1% | +11.0% | -23.1% | -18.1% |
| 3Y | +91.1% | +22.0% | +69.1% | +57.6% |
| 5Y | -30.3% | +57.1% | -87.3% | -55.5% |
| All | -9.5% | +54.4% | -63.9% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling