-20.0%
DASH vs QSR
+29.1%
-49.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -3.0% | -4.7% |
| 7D | -11.2% | +0.1% | -11.2% | -11.1% |
| 30D | -7.3% | +5.9% | -13.2% | -8.6% |
| 3M | +31.4% | +10.5% | +21.0% | +28.4% |
| 6M | +11.9% | +7.7% | +4.2% | +9.3% |
| YTD | -11.5% | +16.8% | -28.3% | -12.8% |
| 1Y | -20.0% | +30.9% | -50.9% | -17.3% |
| All | -20.0% | +29.1% | -49.2% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling