-14.9%
DASH vs SPMO
+29.9%
-44.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.6% | -6.2% | -5.0% |
| 7D | -10.6% | +2.0% | -12.6% | -11.0% |
| 30D | +2.2% | -0.4% | +2.5% | +2.1% |
| 3M | +32.3% | -1.9% | +34.2% | +31.4% |
| 6M | +19.1% | +25.0% | -5.9% | -3.6% |
| YTD | -6.5% | +26.0% | -32.5% | -24.7% |
| 1Y | -14.9% | +28.7% | -43.6% | -32.8% |
| All | -14.9% | +29.9% | -44.8% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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