+103.8%
DASH vs SPGI
+31.5%
+72.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.8% |
| 7D | -2.8% | +1.6% | -4.3% | -3.4% |
| 30D | -9.3% | +16.1% | -25.4% | -15.9% |
| 3M | -15.1% | +15.5% | -30.5% | -21.1% |
| 6M | +8.7% | +19.6% | -10.9% | -1.5% |
| YTD | -21.3% | -3.6% | -17.7% | -21.4% |
| 1Y | -12.7% | +2.2% | -14.9% | -15.6% |
| 3Y | +103.8% | +30.1% | +73.7% | +63.2% |
| All | +103.8% | +31.5% | +72.3% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling