-29.8%
DASH vs TRU
-25.2%
-4.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.5% |
| 7D | -4.1% | -2.2% | -1.9% | -2.9% |
| 30D | -10.6% | +20.2% | -30.8% | -20.1% |
| 3M | -18.8% | +2.2% | -21.0% | -20.4% |
| 6M | +11.2% | +17.6% | -6.4% | -0.4% |
| YTD | -23.8% | -5.0% | -18.8% | -23.7% |
| 1Y | -12.2% | -1.0% | -11.2% | -14.7% |
| 3Y | +97.3% | +56.5% | +40.8% | +22.6% |
| 5Y | -29.8% | -26.2% | -3.6% | -11.6% |
| All | -29.8% | -25.2% | -4.6% | -11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling