+101.8%
DASH vs TRV
+146.9%
-45.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.3% |
| 7D | +0.4% | -0.3% | +0.6% | +0.6% |
| 30D | -6.0% | +9.6% | -15.6% | -7.7% |
| 3M | -15.8% | +2.7% | -18.5% | -16.2% |
| 6M | +7.0% | +32.0% | -25.1% | +1.3% |
| YTD | -20.7% | +37.8% | -58.5% | -25.5% |
| 1Y | -8.5% | +45.2% | -53.8% | -15.1% |
| 3Y | +101.8% | +145.3% | -43.5% | +96.8% |
| All | +101.8% | +146.9% | -45.1% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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