-4.5%
DASH vs UUUU
+147.0%
-151.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.8% | -9.0% | -1.2% |
| 7D | -4.8% | -1.1% | -3.7% | -4.6% |
| 30D | -7.9% | -26.6% | +18.7% | -2.5% |
| 3M | -16.3% | -48.3% | +32.0% | -5.8% |
| 6M | +10.4% | -65.8% | +76.2% | +32.8% |
| YTD | -20.1% | -49.7% | +29.6% | -14.4% |
| 1Y | -11.4% | -53.3% | +41.9% | -4.3% |
| 3Y | +114.1% | -7.4% | +121.4% | +77.2% |
| 5Y | -5.8% | -33.4% | +27.6% | -24.6% |
| All | -4.5% | +147.0% | -151.5% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling