+7.4%
DASH vs TRV
+156.1%
-148.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -4.4% |
| 7D | -10.6% | -0.1% | -10.4% | -10.5% |
| 30D | +2.2% | -3.4% | +5.6% | +2.6% |
| 3M | +32.3% | +26.4% | +5.9% | +28.3% |
| 6M | +19.1% | +19.3% | -0.2% | +16.3% |
| YTD | -6.5% | +28.3% | -34.8% | -9.6% |
| 1Y | -14.9% | +34.3% | -49.2% | -18.2% |
| 3Y | +151.9% | +140.1% | +11.8% | +133.2% |
| All | +7.4% | +156.1% | -148.7% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling