+19.1%
DASH vs WU
-21.1%
+40.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.7% | -4.4% |
| 7D | -10.6% | -0.8% | -9.7% | -10.4% |
| 30D | +2.2% | -1.1% | +3.3% | +2.4% |
| 3M | +32.3% | -3.9% | +36.1% | +29.6% |
| 6M | +19.1% | -20.7% | +39.8% | +26.2% |
| All | +19.1% | -21.1% | +40.2% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 6mo: compounded portfolio wealth divided by compounded WU 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…
6mo analysis · Full analysis span regression · 6 months rolling