-11.2%
DASH vs Z
-60.3%
+49.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +4.0% | +1.1% |
| 7D | -2.8% | -6.5% | +3.7% | +0.5% |
| 30D | -9.3% | -0.1% | -9.2% | -9.2% |
| 3M | -15.1% | -14.1% | -0.9% | -9.7% |
| 6M | +8.7% | -30.1% | +38.8% | +26.1% |
| YTD | -21.3% | -57.5% | +36.2% | +3.0% |
| All | -11.2% | -60.3% | +49.1% | +17.0% |
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