-5.9%
DASH vs SPXU
-92.6%
+86.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -0.8% |
| 7D | -2.8% | +0.5% | -3.3% | -1.2% |
| 30D | -9.3% | +10.9% | -20.2% | -2.4% |
| 3M | -15.1% | +9.6% | -24.7% | -8.8% |
| 6M | +8.7% | -4.7% | +13.4% | +9.4% |
| YTD | -21.3% | -24.6% | +3.3% | -29.2% |
| 1Y | -12.7% | -24.7% | +12.1% | -21.2% |
| 3Y | +103.8% | -80.0% | +183.8% | -4.0% |
| 5Y | -16.8% | -83.5% | +66.7% | -50.0% |
| All | -5.9% | -92.6% | +86.7% | -60.4% |
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