-17.2%
DASH vs SPGI
+3.2%
-20.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.4% | +5.0% | +6.4% |
| 7D | +17.2% | +7.2% | +10.0% | +13.0% |
| 30D | +3.6% | +23.2% | -19.7% | -7.3% |
| 3M | -1.9% | +17.0% | -18.9% | -9.8% |
| 6M | +15.1% | +20.4% | -5.3% | +3.3% |
| YTD | -12.3% | -1.9% | -10.4% | -17.5% |
| 1Y | -17.2% | +2.9% | -20.1% | -24.3% |
| All | -17.2% | +3.2% | -20.4% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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