-5.2%
DASH vs SPGI
+55.3%
-60.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.6% |
| 7D | +0.4% | +0.3% | +0.1% | +0.5% |
| 30D | -6.0% | +18.4% | -24.4% | -17.0% |
| 3M | -15.8% | +15.7% | -31.4% | -24.5% |
| 6M | +7.0% | +17.3% | -10.3% | -6.0% |
| YTD | -20.7% | -4.7% | -15.9% | -19.1% |
| 1Y | -8.5% | +1.8% | -10.4% | -12.0% |
| 3Y | +101.8% | +31.7% | +70.1% | +47.0% |
| 5Y | -9.6% | +12.1% | -21.6% | -33.6% |
| All | -5.2% | +55.3% | -60.5% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling