+7.4%
DASH vs NUE
+146.7%
-139.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.5% |
| 7D | -10.6% | +4.2% | -14.8% | -11.7% |
| 30D | +2.2% | -5.0% | +7.1% | +3.5% |
| 3M | +32.3% | -0.2% | +32.5% | +31.4% |
| 6M | +19.1% | +49.1% | -30.0% | +3.1% |
| YTD | -6.5% | +61.0% | -67.5% | -21.4% |
| 1Y | -14.9% | +82.5% | -97.4% | -31.7% |
| 3Y | +151.9% | +57.9% | +94.0% | +103.1% |
| All | +7.4% | +146.7% | -139.3% | -25.6% |
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