+98.6%
DASH vs XYZ
+68.2%
+30.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -10.2% | -2.2% | -8.1% | -9.5% |
| 30D | -8.2% | +11.6% | -19.8% | -11.4% |
| 3M | -15.9% | +8.4% | -24.3% | -18.2% |
| 6M | +13.3% | +17.2% | -3.8% | +7.6% |
| YTD | -21.3% | +31.7% | -53.0% | -28.4% |
| 1Y | -11.1% | +30.1% | -41.2% | -19.2% |
| All | +98.6% | +68.2% | +30.3% | +55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling