-29.3%
DASH vs NUE
+143.0%
-172.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | +0.5% |
| 7D | -4.5% | +2.8% | -7.3% | -5.4% |
| 30D | -6.8% | -2.1% | -4.7% | -6.2% |
| 3M | -20.7% | -7.3% | -13.4% | -19.1% |
| 6M | +15.1% | +8.9% | +6.2% | +10.5% |
| YTD | -24.3% | +55.6% | -79.9% | -36.2% |
| 1Y | -12.1% | +74.7% | -86.8% | -29.0% |
| 3Y | +91.1% | +71.7% | +19.4% | +47.1% |
| All | -29.3% | +143.0% | -172.4% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling