+11.7%
DASH vs SE
-46.3%
+58.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.2% |
| 7D | -10.6% | -6.1% | -4.5% | -8.0% |
| 30D | +2.2% | -2.5% | +4.6% | +2.2% |
| 3M | +32.3% | +21.7% | +10.6% | +19.3% |
| 6M | +19.1% | +27.0% | -7.9% | +4.2% |
| YTD | -6.5% | -12.1% | +5.6% | -4.3% |
| 1Y | -14.9% | -40.9% | +26.0% | +4.0% |
| 3Y | +151.9% | +191.0% | -39.1% | +27.7% |
| 5Y | +9.4% | -68.3% | +77.7% | +57.9% |
| All | +11.7% | -46.3% | +58.0% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 all: compounded portfolio wealth divided by compounded SE 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…
all analysis · Full analysis span regression · 6 months rolling