+153.0%
DASH vs Z
-33.7%
+186.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.5% | -4.0% |
| 7D | -10.6% | -3.0% | -7.6% | -9.7% |
| 30D | +2.2% | -4.2% | +6.3% | +3.1% |
| 3M | +32.3% | -3.7% | +36.0% | +32.8% |
| 6M | +19.1% | -24.5% | +43.6% | +28.6% |
| YTD | -6.5% | -49.3% | +42.8% | +11.4% |
| 1Y | -14.9% | -58.7% | +43.8% | +6.1% |
| All | +153.0% | -33.7% | +186.8% | +190.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling