+37.2%
PATH vs DASH
+20.0%
+17.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.6% | -12.0% | -13.5% |
| 7D | -16.3% | -10.6% | -5.7% | -9.8% |
| 30D | +9.9% | +2.2% | +7.8% | +8.4% |
| 3M | +30.2% | +32.3% | -2.1% | +9.3% |
| 6M | +37.2% | +19.1% | +18.1% | +24.6% |
| All | +37.2% | +20.0% | +17.3% | +24.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling