-5.2%
DASH vs NUE
+371.8%
-377.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.4% | -10.6% | +10.9% | +3.4% |
| 30D | -6.0% | -0.6% | -5.5% | -5.8% |
| 3M | -15.8% | -9.7% | -6.0% | -13.7% |
| 6M | +7.0% | +5.1% | +1.9% | +4.5% |
| YTD | -20.7% | +51.4% | -72.1% | -30.4% |
| 1Y | -8.5% | +71.3% | -79.9% | -22.6% |
| 3Y | +101.8% | +66.8% | +34.9% | +65.5% |
| 5Y | -9.6% | +134.8% | -144.4% | -31.1% |
| All | -5.2% | +371.8% | -377.0% | -19.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling