-11.3%
DASH vs TGT
+88.0%
-99.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -0.7% |
| 7D | -4.8% | +4.7% | -9.5% | -6.0% |
| 30D | -7.9% | +8.0% | -15.9% | -9.6% |
| 3M | -16.3% | +11.7% | -28.0% | -18.6% |
| 6M | +10.4% | +34.7% | -24.3% | +4.0% |
| YTD | -20.1% | +74.4% | -94.5% | -28.9% |
| All | -11.3% | +88.0% | -99.3% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling