+11.7%
DSGX vs SPY
+14.6%
-3.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.3% | +3.4% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | +17.4% | -1.0% | +18.5% | +17.7% |
| 3M | +22.4% | -0.3% | +22.7% | +22.3% |
| 6M | +28.5% | +7.3% | +21.2% | +26.4% |
| YTD | +8.1% | +13.3% | -5.3% | +6.1% |
| 1Y | +11.7% | +14.8% | -3.1% | +8.8% |
| All | +11.7% | +14.6% | -3.0% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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