+17.9%
DASH vs ZYBT
-58.1%
+76.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -5.3% |
| 7D | -11.2% | -4.2% | -6.9% | -11.2% |
| 30D | -7.3% | -16.4% | +9.1% | -7.3% |
| 3M | +31.4% | +82.9% | -51.4% | +27.8% |
| 6M | +11.9% | +110.7% | -98.8% | +7.6% |
| YTD | -11.5% | +37.4% | -48.9% | -14.0% |
| 1Y | -20.0% | -80.6% | +60.6% | -19.9% |
| All | +17.9% | -58.1% | +76.0% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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