+7.4%
DASH vs SPGI
+8.3%
-0.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.6% | -3.1% | -3.3% |
| 7D | -10.6% | +0.1% | -10.7% | -10.8% |
| 30D | +2.2% | +8.4% | -6.3% | -4.7% |
| 3M | +32.3% | +11.8% | +20.4% | +18.6% |
| 6M | +19.1% | +5.7% | +13.4% | +12.5% |
| YTD | -6.5% | -9.7% | +3.2% | -0.5% |
| 1Y | -14.9% | -12.5% | -2.4% | -7.9% |
| 3Y | +151.9% | +21.8% | +130.1% | +85.6% |
| All | +7.4% | +8.3% | -0.8% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling