+101.8%
DASH vs UPS
-10.2%
+112.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.3% | +0.5% |
| 7D | +0.4% | 0.0% | +0.3% | +0.6% |
| 30D | -6.0% | +17.3% | -23.4% | -9.3% |
| 3M | -15.8% | +6.6% | -22.4% | -16.9% |
| 6M | +7.0% | +12.0% | -5.0% | +3.7% |
| YTD | -20.7% | +14.4% | -35.0% | -24.0% |
| 1Y | -8.5% | +23.3% | -31.9% | -14.1% |
| 3Y | +101.8% | -9.6% | +111.4% | +81.7% |
| All | +101.8% | -10.2% | +112.0% | +81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling