-5.9%
DASH vs SU
+353.9%
-359.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.5% |
| 7D | -2.8% | -10.2% | +7.4% | -1.9% |
| 30D | -9.3% | -6.2% | -3.1% | -9.0% |
| 3M | -15.1% | +8.7% | -23.8% | -16.2% |
| 6M | +8.7% | +7.2% | +1.5% | +7.1% |
| YTD | -21.3% | +55.9% | -77.2% | -27.3% |
| 1Y | -12.7% | +60.4% | -73.1% | -19.8% |
| 3Y | +103.8% | +125.2% | -21.4% | +74.6% |
| 5Y | -16.8% | +216.7% | -233.5% | -31.0% |
| All | -5.9% | +353.9% | -359.8% | -25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling