-17.2%
DASH vs S
+36.5%
-53.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +8.0% |
| 7D | +17.2% | -8.2% | +25.4% | +19.0% |
| 30D | +3.6% | -7.6% | +11.2% | +4.9% |
| 3M | -1.9% | +12.0% | -13.8% | -6.6% |
| 6M | +15.1% | +50.6% | -35.5% | -2.7% |
| YTD | -12.3% | +56.6% | -68.9% | -28.5% |
| 1Y | -17.2% | +39.2% | -56.5% | -30.5% |
| All | -17.2% | +36.5% | -53.7% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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