-5.2%
DASH vs TRI
+56.1%
-61.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +2.0% |
| 7D | +0.4% | -4.8% | +5.2% | +2.4% |
| 30D | -6.0% | +13.4% | -19.4% | -11.7% |
| 3M | -15.8% | +13.1% | -28.9% | -21.4% |
| 6M | +7.0% | +24.4% | -17.5% | -6.8% |
| YTD | -20.7% | -11.4% | -9.2% | -18.0% |
| 1Y | -8.5% | -15.6% | +7.0% | -2.9% |
| 3Y | +101.8% | -6.5% | +108.2% | +75.1% |
| 5Y | -9.6% | +5.3% | -14.8% | -36.8% |
| All | -5.2% | +56.1% | -61.3% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling