+23.7%
WMT vs DASH
-12.8%
+36.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -1.6% | -4.8% | +3.2% | -1.7% |
| 30D | +12.9% | -7.9% | +20.8% | +12.3% |
| 3M | +12.6% | -16.3% | +28.9% | +11.4% |
| 6M | -3.4% | +10.4% | -13.8% | -2.0% |
| YTD | +13.5% | -20.1% | +33.6% | +13.1% |
| All | +23.7% | -12.8% | +36.5% | +25.4% |
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