+11.7%
DASH vs U
-75.5%
+87.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.2% |
| 7D | -10.6% | -3.8% | -6.8% | -9.2% |
| 30D | +2.2% | +17.5% | -15.3% | -4.5% |
| 3M | +32.3% | +38.7% | -6.5% | +15.6% |
| 6M | +19.1% | +104.4% | -85.3% | -11.5% |
| YTD | -6.5% | -5.7% | -0.8% | -10.2% |
| 1Y | -14.9% | +3.7% | -18.6% | -23.5% |
| 3Y | +151.9% | +12.3% | +139.6% | +87.3% |
| 5Y | +9.4% | -68.8% | +78.3% | +42.4% |
| All | +11.7% | -75.5% | +87.2% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling