+7.4%
DASH vs Z
-64.8%
+72.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.5% | -3.6% |
| 7D | -10.6% | -3.0% | -7.6% | -9.3% |
| 30D | +2.2% | -4.2% | +6.3% | +3.4% |
| 3M | +32.3% | -3.7% | +36.0% | +33.1% |
| 6M | +19.1% | -24.5% | +43.6% | +34.0% |
| YTD | -6.5% | -49.3% | +42.8% | +25.4% |
| 1Y | -14.9% | -58.7% | +43.8% | +23.6% |
| 3Y | +151.9% | -34.1% | +186.1% | +163.0% |
| All | +7.4% | -64.8% | +72.2% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling