-14.9%
DASH vs TPR
+18.2%
-33.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -4.5% |
| 7D | -10.6% | -2.7% | -7.9% | -10.0% |
| 30D | +2.2% | -23.3% | +25.4% | +8.5% |
| 3M | +32.3% | -12.8% | +45.1% | +35.1% |
| 6M | +19.1% | -21.7% | +40.8% | +25.5% |
| YTD | -6.5% | -3.9% | -2.6% | -12.2% |
| 1Y | -14.9% | +16.9% | -31.8% | -29.6% |
| All | -14.9% | +18.2% | -33.1% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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