-24.4%
DASH vs U
+15.9%
-40.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +14.9% | -24.3% | -13.2% |
| 7D | +0.5% | +24.3% | -23.8% | -5.8% |
| 30D | -7.1% | +8.6% | -15.6% | -9.6% |
| 3M | -13.2% | +37.6% | -50.8% | -21.7% |
| 6M | +8.3% | +78.5% | -70.2% | -9.6% |
| YTD | -20.6% | +10.5% | -31.0% | -28.6% |
| 1Y | -24.4% | +15.2% | -39.6% | -34.3% |
| All | -24.4% | +15.9% | -40.3% | -34.3% |
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