-5.1%
DASH vs SUI
-0.7%
-4.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.7% | -10.1% | -9.7% |
| 7D | +0.5% | +8.8% | -8.3% | -3.2% |
| 30D | -7.1% | +8.9% | -16.0% | -10.7% |
| 3M | -13.2% | +2.0% | -15.2% | -14.0% |
| 6M | +8.3% | -0.6% | +8.9% | +8.0% |
| YTD | -20.6% | +1.3% | -21.9% | -21.7% |
| 1Y | -24.4% | +1.3% | -25.7% | -25.5% |
| 3Y | +94.5% | +16.3% | +78.2% | +69.9% |
| 5Y | -9.4% | -25.1% | +15.6% | -2.2% |
| All | -5.1% | -0.7% | -4.3% | +18.7% |
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