-14.9%
DASH vs SPG
+21.3%
-36.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.4% |
| 7D | -10.6% | -2.4% | -8.2% | -10.2% |
| 30D | +2.2% | -6.8% | +9.0% | +3.4% |
| 3M | +32.3% | +2.7% | +29.6% | +32.3% |
| 6M | +19.1% | +5.5% | +13.7% | +17.7% |
| YTD | -6.5% | +15.7% | -22.2% | -7.3% |
| 1Y | -14.9% | +20.9% | -35.8% | -16.6% |
| All | -14.9% | +21.3% | -36.2% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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