+87.7%
WDC vs DASH
-14.2%
+101.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.6% |
| 7D | +16.3% | -4.1% | +20.4% | +16.3% |
| 30D | -18.3% | -10.6% | -7.6% | -17.6% |
| 3M | -31.4% | -18.8% | -12.7% | -30.9% |
| 6M | -36.3% | +11.2% | -47.5% | -38.6% |
| YTD | +80.8% | -23.8% | +104.6% | +85.2% |
| 1Y | +87.7% | -12.2% | +99.9% | +88.1% |
| All | +87.7% | -14.2% | +101.9% | +88.1% |
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