+103.8%
DASH vs WPM
+225.6%
-121.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -0.5% |
| 7D | -2.8% | +16.4% | -19.1% | -5.5% |
| 30D | -9.3% | -1.5% | -7.8% | -9.4% |
| 3M | -15.1% | +2.6% | -17.6% | -16.0% |
| 6M | +8.7% | -1.3% | +10.1% | +7.4% |
| YTD | -21.3% | +16.8% | -38.1% | -25.2% |
| 1Y | -12.7% | +34.1% | -46.8% | -19.2% |
| 3Y | +103.8% | +225.1% | -121.3% | +49.6% |
| All | +103.8% | +225.6% | -121.8% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling