-12.2%
DASH vs WAB
+44.7%
-56.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.2% |
| 7D | -4.1% | +7.9% | -12.0% | -4.0% |
| 30D | -10.6% | +4.9% | -15.5% | -10.3% |
| 3M | -18.8% | +1.8% | -20.6% | -18.8% |
| 6M | +11.2% | +12.0% | -0.8% | +12.9% |
| YTD | -23.8% | +41.3% | -65.1% | -24.7% |
| 1Y | -12.2% | +43.8% | -56.0% | -13.4% |
| All | -12.2% | +44.7% | -56.9% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling