+23.6%
WMT vs DASH
-13.4%
+37.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +1.6% | +0.4% | +1.2% | +1.8% |
| 30D | +16.1% | -6.0% | +22.1% | +15.7% |
| 3M | +12.3% | -15.8% | +28.0% | +11.1% |
| 6M | -3.1% | +7.0% | -10.1% | -1.9% |
| YTD | +13.4% | -20.7% | +34.1% | +13.0% |
| All | +23.6% | -13.4% | +37.0% | +25.2% |
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