+7.4%
DASH vs UUUU
+126.1%
-118.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.8% | -5.5% | -4.8% |
| 7D | -10.6% | -1.4% | -9.2% | -10.3% |
| 30D | +2.2% | +16.3% | -14.2% | -1.7% |
| 3M | +32.3% | -16.7% | +49.0% | +35.8% |
| 6M | +19.1% | -33.7% | +52.8% | +26.5% |
| YTD | -6.5% | -0.5% | -6.0% | -12.9% |
| 1Y | -14.9% | +28.9% | -43.7% | -29.1% |
| 3Y | +151.9% | +99.9% | +52.1% | +63.9% |
| All | +7.4% | +126.1% | -118.7% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling