-17.2%
DASH vs SONY
-6.4%
-10.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.1% | +7.8% |
| 7D | +17.2% | +2.9% | +14.3% | +16.4% |
| 30D | +3.6% | +10.2% | -6.7% | +1.3% |
| 3M | -1.9% | +16.1% | -18.0% | -4.5% |
| 6M | +15.1% | +32.1% | -17.1% | +9.8% |
| YTD | -12.3% | +1.4% | -13.7% | -18.6% |
| 1Y | -17.2% | -7.0% | -10.2% | -24.2% |
| All | -17.2% | -6.4% | -10.8% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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