+8.3%
DASH vs SMR
-64.2%
+72.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -14.8% | +5.4% | -8.2% |
| 7D | +0.5% | -26.2% | +26.7% | +2.6% |
| 30D | -7.1% | -45.5% | +38.4% | -4.2% |
| 3M | -13.2% | -53.4% | +40.2% | -10.5% |
| 6M | +8.3% | -63.2% | +71.5% | +10.7% |
| All | +8.3% | -64.2% | +72.5% | +10.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling