+7.4%
DASH vs WING
-34.0%
+41.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.7% | -4.2% |
| 7D | -10.6% | -3.9% | -6.7% | -9.2% |
| 30D | +2.2% | -11.6% | +13.7% | +6.2% |
| 3M | +32.3% | -24.2% | +56.5% | +44.8% |
| 6M | +19.1% | -54.1% | +73.2% | +57.5% |
| YTD | -6.5% | -53.9% | +47.4% | +21.3% |
| 1Y | -14.9% | -64.4% | +49.5% | +21.6% |
| 3Y | +151.9% | -30.2% | +182.1% | +108.0% |
| All | +7.4% | -34.0% | +41.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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