+27.4%
WMT vs DASH
-16.7%
+44.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.3% | -4.9% | +3.7% |
| 7D | +8.8% | +17.2% | -8.4% | +9.4% |
| 30D | +22.9% | +3.6% | +19.4% | +22.8% |
| 3M | +16.1% | -1.9% | +17.9% | +15.7% |
| 6M | -0.5% | +15.1% | -15.5% | +0.5% |
| YTD | +16.7% | -12.3% | +29.0% | +17.4% |
| 1Y | +27.4% | -17.2% | +44.6% | +28.1% |
| All | +27.4% | -16.7% | +44.1% | +28.1% |
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