+18.6%
DIA vs DASH
-14.9%
+33.6%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | -0.1% |
| 7D | -0.2% | -10.6% | +10.4% | +0.8% |
| 30D | -1.5% | +2.2% | -3.7% | -1.8% |
| 3M | +3.8% | +32.3% | -28.5% | +1.0% |
| 6M | +10.3% | +19.1% | -8.8% | +7.8% |
| YTD | +12.1% | -6.5% | +18.6% | +11.1% |
| 1Y | +18.6% | -14.9% | +33.5% | +19.7% |
| All | +18.6% | -14.9% | +33.6% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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