-5.9%
DASH vs NUE
+403.5%
-409.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.5% |
| 7D | -10.2% | -2.4% | -7.8% | -9.6% |
| 30D | -8.2% | +3.8% | -12.0% | -9.1% |
| 3M | -15.9% | -3.7% | -12.3% | -15.4% |
| 6M | +13.3% | +13.2% | +0.1% | +8.6% |
| YTD | -21.3% | +61.6% | -82.9% | -32.1% |
| 1Y | -11.1% | +83.6% | -94.7% | -26.2% |
| 3Y | +103.8% | +78.6% | +25.2% | +64.1% |
| 5Y | -21.6% | +148.0% | -169.6% | -41.3% |
| All | -5.9% | +403.5% | -409.4% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling