-14.9%
DASH vs WPM
+53.7%
-68.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.6% | -4.5% |
| 7D | -10.6% | +1.1% | -11.6% | -10.7% |
| 30D | +2.2% | +26.4% | -24.2% | -1.2% |
| 3M | +32.3% | +20.8% | +11.4% | +27.9% |
| 6M | +19.1% | +1.1% | +18.0% | +16.7% |
| YTD | -6.5% | +32.5% | -39.0% | -10.4% |
| 1Y | -14.9% | +51.5% | -66.4% | -17.7% |
| All | -14.9% | +53.7% | -68.6% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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