+11.7%
DASH vs WPM
+294.8%
-283.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.6% | -4.4% |
| 7D | -10.6% | +1.1% | -11.6% | -10.8% |
| 30D | +2.2% | +26.4% | -24.2% | -3.2% |
| 3M | +32.3% | +20.8% | +11.4% | +26.1% |
| 6M | +19.1% | +1.1% | +18.0% | +17.2% |
| YTD | -6.5% | +32.5% | -39.0% | -14.3% |
| 1Y | -14.9% | +51.5% | -66.4% | -24.9% |
| 3Y | +151.9% | +267.0% | -115.1% | +71.1% |
| 5Y | +9.4% | +250.1% | -240.7% | -29.6% |
| All | +11.7% | +294.8% | -283.0% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling