-29.3%
DASH vs TECH
-41.0%
+11.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -4.5% | +0.1% | -4.7% | -4.6% |
| 30D | -6.8% | +0.5% | -7.3% | -7.0% |
| 3M | -20.7% | +1.1% | -21.8% | -21.1% |
| 6M | +15.1% | +62.8% | -47.8% | -10.1% |
| YTD | -24.3% | +24.5% | -48.7% | -34.4% |
| 1Y | -12.1% | +20.6% | -32.8% | -23.1% |
| 3Y | +91.1% | +29.5% | +61.6% | +29.0% |
| All | -29.3% | -41.0% | +11.6% | +2.5% |
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