+143.9%
DASH vs TRU
-1.9%
+145.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.5% | -4.2% |
| 7D | -11.2% | -7.2% | -4.0% | -8.5% |
| 30D | -7.3% | -2.8% | -4.5% | -6.2% |
| 3M | +31.4% | +13.0% | +18.4% | +24.7% |
| 6M | +11.9% | +0.7% | +11.2% | +10.9% |
| YTD | -11.5% | -9.0% | -2.5% | -9.6% |
| 1Y | -20.0% | -16.3% | -3.7% | -16.2% |
| 3Y | +143.9% | -1.1% | +145.0% | +128.9% |
| All | +143.9% | -1.9% | +145.8% | +128.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling