-12.1%
DASH vs Z
-58.2%
+46.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -2.2% |
| 7D | -4.5% | +0.8% | -5.4% | -5.0% |
| 30D | -6.8% | +5.2% | -12.0% | -8.8% |
| 3M | -20.7% | -17.0% | -3.7% | -14.2% |
| 6M | +15.1% | -22.7% | +37.7% | +27.1% |
| YTD | -24.3% | -56.3% | +32.0% | -2.6% |
| 1Y | -12.1% | -57.7% | +45.5% | +13.6% |
| All | -12.1% | -58.2% | +46.1% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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