-5.2%
DASH vs TEAM
-32.9%
+27.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -16.2% | +16.0% | +5.8% |
| 7D | +0.4% | -19.8% | +20.2% | +8.1% |
| 30D | -6.0% | -21.5% | +15.5% | +1.5% |
| 3M | -15.8% | +39.5% | -55.2% | -29.6% |
| 6M | +7.0% | +73.1% | -66.1% | -19.9% |
| YTD | -20.7% | -5.2% | -15.5% | -26.2% |
| 1Y | -8.5% | -1.6% | -7.0% | -16.3% |
| 3Y | +101.8% | -11.4% | +113.2% | +69.6% |
| 5Y | -9.6% | -65.1% | +55.5% | +10.7% |
| All | -5.2% | -32.9% | +27.7% | -13.9% |
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