-8.5%
DASH vs U
+24.4%
-32.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.7% | -1.4% |
| 7D | +0.4% | +36.6% | -36.2% | -7.7% |
| 30D | -6.0% | +13.3% | -19.4% | -9.3% |
| 3M | -15.8% | +26.2% | -41.9% | -21.3% |
| 6M | +7.0% | +88.7% | -81.8% | -10.6% |
| YTD | -20.7% | +16.6% | -37.2% | -31.0% |
| 1Y | -8.5% | +29.0% | -37.5% | -21.8% |
| All | -8.5% | +24.4% | -32.9% | -21.8% |
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