+127.7%
WBD vs DASH
-19.6%
+147.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.9% | -0.1% |
| 7D | -0.7% | -11.2% | +10.5% | 0.0% |
| 30D | +5.0% | -7.3% | +12.3% | +5.5% |
| 3M | +6.2% | +31.4% | -25.2% | +4.1% |
| 6M | +0.6% | +11.9% | -11.3% | +0.1% |
| YTD | -2.4% | -11.5% | +9.1% | +0.8% |
| 1Y | +127.7% | -20.0% | +147.7% | +152.1% |
| All | +127.7% | -19.6% | +147.3% | +152.1% |
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