-5.1%
DASH vs TEAM
-19.9%
+14.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.5% | -5.9% | -8.1% |
| 7D | +0.5% | -10.2% | +10.7% | +4.5% |
| 30D | -7.1% | -5.5% | -1.6% | -5.6% |
| 3M | -13.2% | +61.7% | -74.9% | -30.8% |
| 6M | +8.3% | +98.5% | -90.2% | -22.2% |
| YTD | -20.6% | +13.0% | -33.6% | -30.3% |
| 1Y | -24.4% | +13.5% | -37.9% | -33.6% |
| 3Y | +94.5% | +3.6% | +90.9% | +55.9% |
| 5Y | -9.4% | -58.4% | +48.9% | +4.6% |
| All | -5.1% | -19.9% | +14.9% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling