-20.0%
DASH vs DUK
+4.2%
-24.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.8% | -6.2% | -5.0% |
| 7D | -11.2% | +0.7% | -11.9% | -10.9% |
| 30D | -7.3% | -2.0% | -5.3% | -8.1% |
| 3M | +31.4% | +0.2% | +31.2% | +32.4% |
| 6M | +11.9% | -6.9% | +18.8% | +7.6% |
| YTD | -11.5% | +6.1% | -17.6% | -6.6% |
| 1Y | -20.0% | +4.4% | -24.4% | -16.5% |
| All | -20.0% | +4.2% | -24.2% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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