+7.4%
DASH vs SUI
-32.0%
+39.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.4% |
| 7D | -10.6% | -2.8% | -7.7% | -9.2% |
| 30D | +2.2% | -1.2% | +3.3% | +2.8% |
| 3M | +32.3% | -1.7% | +34.0% | +32.9% |
| 6M | +19.1% | -10.5% | +29.6% | +25.7% |
| YTD | -6.5% | -1.8% | -4.7% | -6.6% |
| 1Y | -14.9% | -4.1% | -10.8% | -14.1% |
| 3Y | +151.9% | +11.3% | +140.7% | +117.6% |
| All | +7.4% | -32.0% | +39.4% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling