-8.5%
DASH vs WEC
+6.8%
-15.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | -0.3% |
| 7D | +0.4% | -0.2% | +0.6% | +0.3% |
| 30D | -6.0% | +12.3% | -18.3% | -3.2% |
| 3M | -15.8% | +8.3% | -24.0% | -14.4% |
| 6M | +7.0% | +3.5% | +3.5% | +7.8% |
| YTD | -20.7% | +12.7% | -33.4% | -17.5% |
| 1Y | -8.5% | +8.2% | -16.7% | -4.9% |
| All | -8.5% | +6.8% | -15.3% | -4.9% |
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