-17.2%
DASH vs SPMO
+11.0%
-28.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.2% | +8.4% |
| 7D | +17.2% | -8.9% | +26.1% | +18.6% |
| 30D | +3.6% | -13.8% | +17.4% | +5.9% |
| 3M | -1.9% | -12.5% | +10.7% | +0.1% |
| 6M | +15.1% | -1.5% | +16.6% | +6.6% |
| YTD | -12.3% | +11.3% | -23.6% | -25.8% |
| 1Y | -17.2% | +11.5% | -28.7% | -30.7% |
| All | -17.2% | +11.0% | -28.2% | -30.7% |
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