+237.0%
DASH vs KVUE
-16.1%
+253.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.5% |
| 7D | -10.6% | -2.2% | -8.3% | -10.4% |
| 30D | +2.2% | -3.7% | +5.8% | +2.4% |
| 3M | +32.3% | +12.3% | +20.0% | +31.5% |
| 6M | +19.1% | +5.4% | +13.7% | +18.8% |
| YTD | -6.5% | +12.4% | -19.0% | -7.1% |
| 1Y | -14.9% | -4.4% | -10.5% | -13.0% |
| 3Y | +151.9% | -7.5% | +159.5% | +157.5% |
| All | +237.0% | -16.1% | +253.1% | +256.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling