-9.5%
DASH vs SPXU
-92.7%
+83.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | +0.1% |
| 7D | -4.5% | -7.6% | +3.0% | -8.6% |
| 30D | -6.8% | +5.3% | -12.1% | -2.7% |
| 3M | -20.7% | +9.6% | -30.3% | -14.8% |
| 6M | +15.1% | -4.5% | +19.6% | +15.9% |
| YTD | -24.3% | -25.9% | +1.6% | -32.5% |
| 1Y | -12.1% | -28.9% | +16.7% | -23.3% |
| 3Y | +91.1% | -80.5% | +171.5% | -11.1% |
| 5Y | -30.3% | -83.4% | +53.1% | -58.1% |
| All | -9.5% | -92.7% | +83.2% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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