-5.9%
DASH vs TEAM
-35.1%
+29.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | 0.0% |
| 7D | -2.8% | -22.2% | +19.5% | +6.0% |
| 30D | -9.3% | -28.1% | +18.9% | +1.3% |
| 3M | -15.1% | -2.2% | -12.9% | -16.5% |
| 6M | +8.7% | +62.2% | -53.5% | -16.5% |
| YTD | -21.3% | -8.4% | -12.9% | -25.9% |
| 1Y | -12.7% | -6.6% | -6.0% | -18.5% |
| 3Y | +103.8% | -15.7% | +119.5% | +74.8% |
| 5Y | -16.8% | -65.7% | +48.9% | +2.6% |
| All | -5.9% | -35.1% | +29.2% | -13.6% |
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