-14.9%
DASH vs SU
+70.8%
-85.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -5.2% |
| 7D | -10.6% | +2.9% | -13.5% | -9.4% |
| 30D | +2.2% | +7.2% | -5.0% | +5.4% |
| 3M | +32.3% | +2.8% | +29.4% | +35.8% |
| 6M | +19.1% | +18.2% | +0.9% | +25.9% |
| YTD | -6.5% | +54.0% | -60.5% | +3.6% |
| 1Y | -14.9% | +70.1% | -85.0% | -5.0% |
| All | -14.9% | +70.8% | -85.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling