-5.8%
DASH vs WEC
+55.5%
-61.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.6% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | -7.9% | +12.9% | -20.8% | -8.6% |
| 3M | -16.3% | +9.8% | -26.1% | -16.8% |
| 6M | +10.4% | +6.7% | +3.7% | +9.9% |
| YTD | -20.1% | +14.0% | -34.1% | -21.1% |
| 1Y | -11.4% | +7.3% | -18.8% | -12.0% |
| 3Y | +114.1% | +63.8% | +50.3% | +104.0% |
| 5Y | -5.8% | +54.8% | -60.5% | -5.9% |
| All | -5.8% | +55.5% | -61.2% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling