-9.4%
DASH vs WEC
+56.3%
-65.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.2% | -9.6% | -9.4% |
| 7D | +0.5% | +3.2% | -2.7% | +0.3% |
| 30D | -7.1% | +14.7% | -21.7% | -7.9% |
| 3M | -13.2% | +10.2% | -23.4% | -13.8% |
| 6M | +8.3% | +4.5% | +3.8% | +7.9% |
| YTD | -20.6% | +15.1% | -35.7% | -21.7% |
| 1Y | -24.4% | +9.4% | -33.8% | -25.0% |
| 3Y | +94.5% | +56.9% | +37.6% | +86.2% |
| 5Y | -9.4% | +54.4% | -63.9% | -11.0% |
| All | -9.4% | +56.3% | -65.7% | -11.0% |
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