-5.2%
DASH vs TECH
-3.6%
-1.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | -6.0% | +0.3% | -6.4% | -6.2% |
| 3M | -15.8% | +1.3% | -17.1% | -16.3% |
| 6M | +7.0% | +54.0% | -47.0% | -14.3% |
| YTD | -20.7% | +24.3% | -45.0% | -31.3% |
| 1Y | -8.5% | +25.8% | -34.3% | -22.0% |
| 3Y | +101.8% | +26.0% | +75.8% | +44.4% |
| 5Y | -9.6% | -40.1% | +30.5% | +15.7% |
| All | -5.2% | -3.6% | -1.5% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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