+11.4%
NEE vs DASH
-16.7%
+28.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.3% | -3.4% | +5.1% |
| 7D | +9.2% | +17.2% | -8.0% | +9.9% |
| 30D | +16.0% | +3.6% | +12.4% | +15.9% |
| 3M | +2.2% | -1.9% | +4.1% | +1.8% |
| 6M | -6.0% | +15.1% | -21.1% | -4.8% |
| YTD | +12.6% | -12.3% | +24.9% | +13.7% |
| 1Y | +11.4% | -17.2% | +28.6% | +12.6% |
| All | +11.4% | -16.7% | +28.1% | +12.6% |
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