-8.9%
DASH vs TEAM
-33.5%
+24.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | -4.1% | -16.9% | +12.8% | +2.0% |
| 30D | -10.6% | -26.8% | +16.2% | -0.9% |
| 3M | -18.8% | -1.9% | -16.9% | -20.2% |
| 6M | +11.2% | +79.2% | -68.0% | -17.9% |
| YTD | -23.8% | -6.1% | -17.7% | -28.9% |
| 1Y | -12.2% | -2.1% | -10.1% | -19.6% |
| 3Y | +97.3% | -13.6% | +110.9% | +67.7% |
| 5Y | -29.8% | -65.8% | +35.9% | -13.4% |
| All | -8.9% | -33.5% | +24.5% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling