-11.1%
DASH vs SPG
+33.6%
-44.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -10.2% | +2.7% | -13.0% | -11.1% |
| 30D | -8.2% | +16.6% | -24.8% | -12.4% |
| 3M | -15.9% | +8.1% | -24.0% | -18.4% |
| 6M | +13.3% | +19.3% | -6.0% | +8.4% |
| YTD | -21.3% | +31.1% | -52.4% | -24.5% |
| 1Y | -11.1% | +32.8% | -43.9% | -14.0% |
| All | -11.1% | +33.6% | -44.7% | -14.0% |
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