-14.9%
DASH vs U
+6.4%
-21.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.4% |
| 7D | -10.6% | -3.8% | -6.8% | -9.7% |
| 30D | +2.2% | +17.5% | -15.3% | -2.2% |
| 3M | +32.3% | +38.7% | -6.5% | +21.1% |
| 6M | +19.1% | +104.4% | -85.3% | +0.5% |
| YTD | -6.5% | -5.7% | -0.8% | -12.2% |
| 1Y | -14.9% | +3.7% | -18.6% | -20.9% |
| All | -14.9% | +6.4% | -21.3% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling