-29.8%
DASH vs RUN
-85.5%
+55.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.1% | +2.9% | -2.1% |
| 7D | -4.1% | -13.7% | +9.6% | -1.7% |
| 30D | -10.6% | +9.4% | -20.0% | -12.7% |
| 3M | -18.8% | -13.4% | -5.4% | -17.5% |
| 6M | +11.2% | -39.6% | +50.8% | +19.1% |
| YTD | -23.8% | -53.7% | +29.9% | -17.1% |
| 1Y | -12.2% | -56.2% | +44.0% | -3.9% |
| 3Y | +97.3% | -9.7% | +107.0% | +27.2% |
| 5Y | -29.8% | -85.5% | +55.6% | -29.1% |
| All | -29.8% | -85.5% | +55.7% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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