+11.7%
DASH vs SUI
-3.9%
+15.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.5% |
| 7D | -10.6% | -2.8% | -7.7% | -9.4% |
| 30D | +2.2% | -1.2% | +3.3% | +2.7% |
| 3M | +32.3% | -1.7% | +34.0% | +32.8% |
| 6M | +19.1% | -10.5% | +29.6% | +24.7% |
| YTD | -6.5% | -1.8% | -4.7% | -6.5% |
| 1Y | -14.9% | -4.1% | -10.8% | -14.2% |
| 3Y | +151.9% | +11.3% | +140.7% | +124.6% |
| 5Y | +9.4% | -32.1% | +41.6% | +17.7% |
| All | +11.7% | -3.9% | +15.6% | +41.8% |
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