+11.7%
DASH vs TRU
-15.0%
+26.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.9% | +1.3% | -1.3% |
| 7D | -10.6% | -6.8% | -3.8% | -7.0% |
| 30D | +2.2% | 0.0% | +2.1% | +2.0% |
| 3M | +32.3% | +13.3% | +19.0% | +22.3% |
| 6M | +19.1% | +3.4% | +15.7% | +15.9% |
| YTD | -6.5% | -6.4% | -0.1% | -5.0% |
| 1Y | -14.9% | -9.7% | -5.2% | -13.0% |
| 3Y | +151.9% | +0.1% | +151.8% | +122.5% |
| 5Y | +9.4% | -34.0% | +43.5% | +22.2% |
| All | +11.7% | -15.0% | +26.7% | +18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling