-23.1%
DASH vs TDY
+9.2%
-32.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.3% |
| 7D | -12.8% | -1.8% | -11.0% | -12.5% |
| 30D | -6.0% | -13.8% | +7.8% | -3.2% |
| 3M | +26.7% | -3.9% | +30.6% | +26.9% |
| 6M | +11.7% | -9.0% | +20.7% | +13.2% |
| YTD | -12.9% | +16.5% | -29.5% | -22.3% |
| 1Y | -23.1% | +9.3% | -32.4% | -28.5% |
| All | -23.1% | +9.2% | -32.3% | -28.5% |
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