+96.0%
DIA vs DASH
+16.3%
+79.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | -0.1% |
| 7D | -0.2% | -10.6% | +10.4% | +0.9% |
| 30D | -1.5% | +2.2% | -3.7% | -1.8% |
| 3M | +3.8% | +32.3% | -28.5% | +0.7% |
| 6M | +10.3% | +19.1% | -8.8% | +7.8% |
| YTD | +12.1% | -6.5% | +18.6% | +12.1% |
| 1Y | +18.6% | -14.9% | +33.5% | +19.3% |
| 3Y | +60.6% | +151.9% | -91.3% | +44.9% |
| 5Y | +64.4% | +9.4% | +55.0% | +46.8% |
| All | +96.0% | +16.3% | +79.6% | +74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling