-8.5%
DASH vs XYZ
+15.0%
-23.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.9% |
| 7D | +0.4% | +12.1% | -11.8% | -4.2% |
| 30D | -6.0% | +12.4% | -18.4% | -10.3% |
| 3M | -15.8% | +8.2% | -23.9% | -18.5% |
| 6M | +7.0% | +20.7% | -13.7% | -0.4% |
| YTD | -20.7% | +31.3% | -52.0% | -31.4% |
| 1Y | -8.5% | +20.5% | -29.1% | -23.1% |
| All | -8.5% | +15.0% | -23.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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