-17.2%
DASH vs SMR
-87.0%
+69.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.5% | +12.8% | +8.9% |
| 7D | +17.2% | -9.5% | +26.7% | +18.5% |
| 30D | +3.6% | -33.2% | +36.8% | +8.4% |
| 3M | -1.9% | -45.9% | +44.1% | +4.2% |
| 6M | +15.1% | -57.9% | +73.0% | +24.2% |
| YTD | -12.3% | -63.8% | +51.5% | -7.0% |
| 1Y | -17.2% | -85.6% | +68.4% | +12.5% |
| All | -17.2% | -87.0% | +69.8% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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