+11.7%
DASH vs TD
+171.6%
-159.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.3% | -3.8% |
| 7D | -10.6% | +0.3% | -10.9% | -10.7% |
| 30D | +2.2% | +0.4% | +1.8% | +1.8% |
| 3M | +32.3% | +7.6% | +24.6% | +26.0% |
| 6M | +19.1% | +25.0% | -5.9% | +3.3% |
| YTD | -6.5% | +31.0% | -37.5% | -21.1% |
| 1Y | -14.9% | +65.2% | -80.1% | -37.5% |
| 3Y | +151.9% | +122.5% | +29.4% | +50.6% |
| 5Y | +9.4% | +124.8% | -115.4% | -30.4% |
| All | +11.7% | +171.6% | -159.9% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 all: compounded portfolio wealth divided by compounded TD 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…
all analysis · Full analysis span regression · 6 months rolling