-5.8%
DASH vs TECH
-41.1%
+35.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | -7.9% | +0.5% | -8.4% | -8.1% |
| 3M | -16.3% | +0.9% | -17.2% | -16.6% |
| 6M | +10.4% | +51.0% | -40.7% | -10.5% |
| YTD | -20.1% | +24.4% | -44.5% | -30.7% |
| 1Y | -11.4% | +27.6% | -39.0% | -25.0% |
| 3Y | +114.1% | +29.9% | +84.1% | +43.9% |
| 5Y | -5.8% | -40.6% | +34.9% | +43.1% |
| All | -5.8% | -41.1% | +35.3% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling