+4.8%
DASH vs SUI
-1.4%
+6.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.2% | +3.2% | +6.0% |
| 7D | +17.2% | +10.0% | +7.1% | +12.4% |
| 30D | +3.6% | +8.4% | -4.8% | -0.2% |
| 3M | -1.9% | +0.7% | -2.5% | -2.2% |
| 6M | +15.1% | -0.9% | +16.0% | +15.0% |
| YTD | -12.3% | +0.6% | -13.0% | -13.3% |
| 1Y | -17.2% | +0.8% | -18.0% | -18.3% |
| 3Y | +114.7% | +15.5% | +99.2% | +88.2% |
| 5Y | -4.3% | -25.9% | +21.6% | +3.6% |
| All | +4.8% | -1.4% | +6.2% | +31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling