+7.4%
DASH vs QSR
+49.2%
-41.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.6% |
| 7D | -10.6% | +2.4% | -13.0% | -11.9% |
| 30D | +2.2% | +7.6% | -5.5% | -2.5% |
| 3M | +32.3% | +12.6% | +19.6% | +22.4% |
| 6M | +19.1% | +14.4% | +4.7% | +8.6% |
| YTD | -6.5% | +19.6% | -26.1% | -17.4% |
| 1Y | -14.9% | +33.9% | -48.8% | -31.3% |
| 3Y | +151.9% | +27.1% | +124.8% | +94.9% |
| All | +7.4% | +49.2% | -41.8% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling