-14.9%
DASH vs SHEL
+32.9%
-47.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.7% | -5.3% | -4.5% |
| 7D | -10.6% | +2.2% | -12.8% | -10.2% |
| 30D | +2.2% | +6.8% | -4.7% | +3.2% |
| 3M | +32.3% | +8.1% | +24.2% | +33.9% |
| 6M | +19.1% | +14.4% | +4.7% | +17.5% |
| YTD | -6.5% | +30.0% | -36.5% | -10.5% |
| 1Y | -14.9% | +33.3% | -48.2% | -17.6% |
| All | -14.9% | +32.9% | -47.8% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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