+47.4%
TER vs DASH
-14.2%
+61.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.7% |
| 7D | +24.0% | -4.1% | +28.1% | +24.1% |
| 30D | -30.6% | -10.6% | -20.0% | -29.9% |
| 3M | -34.5% | -18.8% | -15.7% | -33.9% |
| 6M | -26.4% | +11.2% | -37.6% | -28.8% |
| YTD | +36.4% | -23.8% | +60.2% | +42.9% |
| 1Y | +47.4% | -12.2% | +59.6% | +47.7% |
| All | +47.4% | -14.2% | +61.7% | +47.7% |
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