-4.5%
DASH vs TRU
-11.6%
+7.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | -0.6% |
| 7D | -4.8% | +4.9% | -9.7% | -7.3% |
| 30D | -7.9% | +26.9% | -34.8% | -19.9% |
| 3M | -16.3% | +4.0% | -20.3% | -18.8% |
| 6M | +10.4% | +15.8% | -5.4% | +0.2% |
| YTD | -20.1% | -2.6% | -17.5% | -21.1% |
| 1Y | -11.4% | +3.9% | -15.3% | -16.2% |
| 3Y | +114.1% | +59.2% | +54.9% | +37.7% |
| 5Y | -5.8% | -25.7% | +19.9% | +0.2% |
| All | -4.5% | -11.6% | +7.1% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling