+91.1%
DASH vs SU
+132.3%
-41.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | -4.5% | +1.7% | -6.3% | -4.4% |
| 30D | -6.8% | -7.9% | +1.1% | -7.4% |
| 3M | -20.7% | +7.5% | -28.2% | -20.7% |
| 6M | +15.1% | +7.2% | +7.8% | +15.5% |
| YTD | -24.3% | +60.9% | -85.2% | -28.2% |
| 1Y | -12.1% | +63.6% | -75.8% | -17.0% |
| 3Y | +91.1% | +128.9% | -37.8% | +74.4% |
| All | +91.1% | +132.3% | -41.3% | +74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling