-11.3%
DASH vs QSR
+17.8%
-29.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -4.8% | +3.9% | -8.7% | -6.4% |
| 30D | -7.9% | +9.3% | -17.2% | -11.4% |
| 3M | -16.3% | +5.9% | -22.2% | -18.4% |
| 6M | +10.4% | -1.0% | +11.4% | +10.1% |
| YTD | -20.1% | +16.7% | -36.8% | -23.5% |
| All | -11.3% | +17.8% | -29.1% | -14.9% |
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