-14.9%
DASH vs WEC
+1.8%
-16.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.8% |
| 7D | -10.6% | -0.3% | -10.3% | -10.6% |
| 30D | +2.2% | -1.3% | +3.4% | +1.8% |
| 3M | +32.3% | -3.9% | +36.2% | +31.7% |
| 6M | +19.1% | -8.3% | +27.4% | +18.3% |
| YTD | -6.5% | +3.1% | -9.6% | -9.3% |
| 1Y | -14.9% | +1.9% | -16.8% | -14.9% |
| All | -14.9% | +1.8% | -16.7% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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