-14.9%
DASH vs URI
+7.3%
-22.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.6% | -6.2% | -4.6% |
| 7D | -10.6% | -2.0% | -8.6% | -10.5% |
| 30D | +2.2% | -12.9% | +15.1% | +2.3% |
| 3M | +32.3% | -6.7% | +39.0% | +32.3% |
| 6M | +19.1% | +19.0% | +0.1% | +17.2% |
| YTD | -6.5% | +25.5% | -32.0% | -9.7% |
| 1Y | -14.9% | +5.5% | -20.4% | -14.3% |
| All | -14.9% | +7.3% | -22.2% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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