-5.2%
DASH vs UUUU
+125.0%
-130.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +0.4% | -13.6% | +14.0% | +3.3% |
| 30D | -6.0% | -35.1% | +29.0% | +1.9% |
| 3M | -15.8% | -48.4% | +32.6% | -5.2% |
| 6M | +7.0% | -71.7% | +78.6% | +33.7% |
| YTD | -20.7% | -54.2% | +33.5% | -13.4% |
| 1Y | -8.5% | -56.0% | +47.4% | -0.1% |
| 3Y | +101.8% | -13.1% | +114.8% | +68.8% |
| 5Y | -9.6% | -35.2% | +25.6% | -26.7% |
| All | -5.2% | +125.0% | -130.2% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling