-12.1%
DASH vs UPS
+24.6%
-36.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.5% | -1.1% |
| 7D | -4.5% | +3.8% | -8.3% | -5.5% |
| 30D | -6.8% | +17.4% | -24.1% | -9.6% |
| 3M | -20.7% | +8.2% | -28.9% | -22.0% |
| 6M | +15.1% | +17.9% | -2.9% | +10.3% |
| YTD | -24.3% | +18.7% | -43.0% | -29.1% |
| 1Y | -12.1% | +24.8% | -37.0% | -19.2% |
| All | -12.1% | +24.6% | -36.8% | -19.2% |
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