-14.9%
DASH vs WWD
+41.9%
-56.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -4.7% |
| 7D | -10.6% | +1.3% | -11.9% | -10.7% |
| 30D | +2.2% | -7.2% | +9.3% | +3.0% |
| 3M | +32.3% | -3.8% | +36.1% | +31.7% |
| 6M | +19.1% | -9.9% | +29.0% | +19.3% |
| YTD | -6.5% | +14.8% | -21.3% | -9.8% |
| 1Y | -14.9% | +42.1% | -57.0% | -22.0% |
| All | -14.9% | +41.9% | -56.8% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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