-14.9%
DASH vs WSM
+19.9%
-34.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -5.4% |
| 7D | -10.6% | -3.3% | -7.3% | -9.5% |
| 30D | +2.2% | -8.4% | +10.5% | +5.4% |
| 3M | +32.3% | +9.7% | +22.6% | +27.4% |
| 6M | +19.1% | +16.7% | +2.4% | +11.8% |
| YTD | -6.5% | +28.7% | -35.2% | -15.0% |
| 1Y | -14.9% | +13.7% | -28.6% | -20.7% |
| All | -14.9% | +19.9% | -34.8% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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