+59.8%
DSX vs SPY
+17.2%
+42.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -1.7% | -2.0% | +0.3% | +1.2% |
| 30D | +24.2% | -1.7% | +25.8% | +27.1% |
| 3M | +25.8% | +4.7% | +21.1% | +17.0% |
| 6M | +21.1% | +12.5% | +8.6% | -0.6% |
| YTD | +78.1% | +11.7% | +66.3% | +48.2% |
| 1Y | +59.8% | +17.5% | +42.3% | +27.7% |
| All | +59.8% | +17.2% | +42.5% | +27.7% |
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