-12.0%
DASH vs S
+28.1%
-40.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.5% |
| 7D | +0.4% | -13.4% | +13.8% | +3.1% |
| 30D | -6.0% | -14.0% | +7.9% | -3.5% |
| 3M | -15.8% | +4.9% | -20.6% | -18.4% |
| 6M | +7.0% | +42.0% | -35.0% | -7.1% |
| YTD | -20.7% | +45.1% | -65.8% | -33.4% |
| All | -12.0% | +28.1% | -40.0% | -24.4% |
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