-5.2%
DASH vs SONY
+46.7%
-51.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.8% | +1.1% |
| 7D | +0.4% | +6.7% | -6.3% | -4.2% |
| 30D | -6.0% | +14.8% | -20.8% | -14.5% |
| 3M | -15.8% | +16.9% | -32.6% | -24.2% |
| 6M | +7.0% | +30.2% | -23.3% | -11.6% |
| YTD | -20.7% | +5.5% | -26.1% | -24.9% |
| 1Y | -8.5% | -4.6% | -4.0% | -7.8% |
| 3Y | +101.8% | +57.2% | +44.6% | +27.2% |
| 5Y | -9.6% | +12.1% | -21.6% | -29.2% |
| All | -5.2% | +46.7% | -51.9% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling