+11.7%
DASH vs TECH
-4.1%
+15.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -10.6% | +0.1% | -10.7% | -10.6% |
| 30D | +2.2% | +0.7% | +1.4% | +1.8% |
| 3M | +32.3% | +36.3% | -4.1% | +12.8% |
| 6M | +19.1% | +25.6% | -6.5% | +3.3% |
| YTD | -6.5% | +23.7% | -30.2% | -18.8% |
| 1Y | -14.9% | +37.6% | -52.5% | -31.6% |
| 3Y | +151.9% | -6.6% | +158.5% | +131.0% |
| 5Y | +9.4% | -42.2% | +51.7% | +42.1% |
| All | +11.7% | -4.1% | +15.8% | +13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling