-12.2%
DASH vs Z
-61.0%
+48.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.1% |
| 7D | -4.1% | -4.9% | +0.8% | -1.9% |
| 30D | -10.6% | +3.0% | -13.6% | -11.6% |
| 3M | -18.8% | -13.4% | -5.4% | -14.0% |
| 6M | +11.2% | -27.3% | +38.5% | +26.6% |
| YTD | -23.8% | -57.8% | +34.0% | -0.3% |
| 1Y | -12.2% | -60.0% | +47.8% | +15.3% |
| All | -12.2% | -61.0% | +48.8% | +15.3% |
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