-29.3%
DASH vs TRV
+180.6%
-210.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -4.5% | +2.0% | -6.6% | -4.9% |
| 30D | -6.8% | +6.7% | -13.5% | -7.6% |
| 3M | -20.7% | +9.4% | -30.0% | -21.6% |
| 6M | +15.1% | +37.7% | -22.7% | +10.4% |
| YTD | -24.3% | +40.6% | -64.9% | -27.6% |
| 1Y | -12.1% | +42.4% | -54.6% | -16.1% |
| 3Y | +91.1% | +148.1% | -57.1% | +76.2% |
| All | -29.3% | +180.6% | -210.0% | -36.6% |
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