+158.1%
DASH vs SU
+115.9%
+42.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.6% |
| 7D | -10.6% | +3.6% | -14.1% | -10.6% |
| 30D | +2.2% | +7.9% | -5.7% | +2.1% |
| 3M | +32.3% | +3.5% | +28.8% | +32.6% |
| 6M | +19.1% | +19.0% | +0.2% | +16.7% |
| YTD | -6.5% | +55.0% | -61.5% | -12.5% |
| 1Y | -14.9% | +71.2% | -86.1% | -22.1% |
| All | +158.1% | +115.9% | +42.2% | +119.8% |
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