+47.5%
DSX vs SPY
+14.6%
+32.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -3.2% |
| 7D | -4.8% | -0.7% | -4.1% | -3.8% |
| 30D | -16.4% | -1.0% | -15.4% | -15.1% |
| 3M | -4.0% | -0.3% | -3.7% | -3.7% |
| 6M | -7.0% | +7.3% | -14.3% | -18.1% |
| YTD | +45.7% | +13.3% | +32.4% | +16.8% |
| 1Y | +47.5% | +14.8% | +32.7% | +15.3% |
| All | +47.5% | +14.6% | +32.9% | +15.3% |
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