+7.4%
DASH vs TRI
-1.9%
+9.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.4% | +0.8% | -1.9% |
| 7D | -10.6% | -0.5% | -10.0% | -10.5% |
| 30D | +2.2% | +7.9% | -5.7% | -2.2% |
| 3M | +32.3% | +24.1% | +8.2% | +15.1% |
| 6M | +19.1% | +3.8% | +15.3% | +13.5% |
| YTD | -6.5% | -16.9% | +10.3% | +1.9% |
| 1Y | -14.9% | -38.4% | +23.5% | +13.6% |
| 3Y | +151.9% | -12.2% | +164.2% | +112.0% |
| All | +7.4% | -1.9% | +9.3% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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