+15.1%
DASH vs S
+57.3%
-42.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +8.2% |
| 7D | +17.2% | -8.2% | +25.4% | +17.8% |
| 30D | +3.6% | -7.6% | +11.2% | +4.2% |
| 3M | -1.9% | +12.0% | -13.8% | -4.4% |
| 6M | +15.1% | +50.6% | -35.5% | +2.3% |
| All | +15.1% | +57.3% | -42.3% | +2.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling