-14.9%
DASH vs TDY
+11.8%
-26.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.5% | -5.1% | -4.7% |
| 7D | -10.6% | -1.8% | -8.7% | -10.2% |
| 30D | +2.2% | -10.7% | +12.8% | +4.4% |
| 3M | +32.3% | -1.3% | +33.6% | +31.8% |
| 6M | +19.1% | -10.6% | +29.7% | +21.5% |
| YTD | -6.5% | +19.6% | -26.1% | -16.8% |
| 1Y | -14.9% | +11.6% | -26.5% | -20.0% |
| All | -14.9% | +11.8% | -26.7% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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