-9.5%
DASH vs TEAM
-34.5%
+25.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.1% |
| 7D | -4.5% | -2.4% | -2.1% | -3.7% |
| 30D | -6.8% | -26.7% | +19.9% | +3.3% |
| 3M | -20.7% | -9.6% | -11.1% | -19.6% |
| 6M | +15.1% | +86.0% | -71.0% | -16.4% |
| YTD | -24.3% | -7.5% | -16.8% | -29.0% |
| 1Y | -12.1% | -1.4% | -10.8% | -19.9% |
| 3Y | +91.1% | -14.3% | +105.4% | +62.7% |
| 5Y | -30.3% | -66.3% | +36.0% | -13.5% |
| All | -9.5% | -34.5% | +25.0% | -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