+219.0%
DASH vs KVUE
-17.7%
+236.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -5.2% |
| 7D | -11.2% | -1.9% | -9.3% | -11.0% |
| 30D | -7.3% | -3.3% | -4.0% | -7.0% |
| 3M | +31.4% | +6.0% | +25.5% | +31.2% |
| 6M | +11.9% | +2.3% | +9.5% | +11.8% |
| YTD | -11.5% | +10.3% | -21.8% | -11.9% |
| 1Y | -20.0% | +4.6% | -24.6% | -19.3% |
| 3Y | +143.9% | -2.2% | +146.1% | +148.0% |
| All | +219.0% | -17.7% | +236.7% | +237.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling