-5.2%
DASH vs SUI
-2.2%
-3.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.5% |
| 7D | +0.4% | +6.2% | -5.8% | -2.2% |
| 30D | -6.0% | +8.6% | -14.6% | -9.5% |
| 3M | -15.8% | +1.0% | -16.7% | -16.2% |
| 6M | +7.0% | -2.6% | +9.6% | +7.7% |
| YTD | -20.7% | -0.1% | -20.5% | -21.3% |
| 1Y | -8.5% | +0.5% | -9.0% | -9.7% |
| 3Y | +101.8% | +15.3% | +86.5% | +76.7% |
| 5Y | -9.6% | -26.1% | +16.6% | -1.7% |
| All | -5.2% | -2.2% | -3.0% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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