+158.1%
DASH vs NUE
+63.2%
+95.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.5% |
| 7D | -10.6% | +4.2% | -14.8% | -11.4% |
| 30D | +2.2% | -5.0% | +7.1% | +3.2% |
| 3M | +32.3% | -0.2% | +32.5% | +31.7% |
| 6M | +19.1% | +49.1% | -30.0% | +5.4% |
| YTD | -6.5% | +61.0% | -67.5% | -19.3% |
| 1Y | -14.9% | +82.5% | -97.4% | -29.5% |
| All | +158.1% | +63.2% | +95.0% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling