-20.0%
DASH vs SU
+72.8%
-92.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.8% | -6.2% | -5.0% |
| 7D | -11.2% | -1.0% | -10.2% | -11.5% |
| 30D | -7.3% | +13.7% | -21.0% | -2.0% |
| 3M | +31.4% | +8.0% | +23.4% | +36.9% |
| 6M | +11.9% | +21.0% | -9.1% | +19.2% |
| YTD | -11.5% | +56.2% | -67.7% | -1.0% |
| 1Y | -20.0% | +72.2% | -92.2% | -9.7% |
| All | -20.0% | +72.8% | -92.9% | -9.7% |
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