-14.9%
DASH vs UPS
+27.3%
-42.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.5% | -4.4% |
| 7D | -10.6% | -2.9% | -7.7% | -10.1% |
| 30D | +2.2% | -3.5% | +5.7% | +2.8% |
| 3M | +32.3% | -5.7% | +38.0% | +32.7% |
| 6M | +19.1% | -4.4% | +23.5% | +17.8% |
| YTD | -6.5% | +8.0% | -14.5% | -10.8% |
| 1Y | -14.9% | +29.0% | -43.9% | -23.7% |
| All | -14.9% | +27.3% | -42.2% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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