+7.4%
DASH vs WEC
+31.0%
-23.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.6% |
| 7D | -10.6% | -0.3% | -10.3% | -10.5% |
| 30D | +2.2% | -1.3% | +3.4% | +2.2% |
| 3M | +32.3% | -3.9% | +36.2% | +32.6% |
| 6M | +19.1% | -8.3% | +27.4% | +19.8% |
| YTD | -6.5% | +3.1% | -9.6% | -7.2% |
| 1Y | -14.9% | +1.9% | -16.8% | -15.3% |
| 3Y | +151.9% | +41.9% | +110.0% | +142.2% |
| All | +7.4% | +31.0% | -23.6% | +2.8% |
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