+8.3%
DASH vs U
+74.3%
-66.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +14.9% | -24.3% | -12.8% |
| 7D | +0.5% | +24.3% | -23.8% | -5.9% |
| 30D | -7.1% | +8.6% | -15.6% | -9.0% |
| 3M | -13.2% | +37.6% | -50.8% | -22.8% |
| 6M | +8.3% | +78.5% | -70.2% | -14.3% |
| All | +8.3% | +74.3% | -66.1% | -14.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling