+3.4%
NU vs DASH
-14.9%
+18.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.6% | -0.9% |
| 7D | +7.5% | -10.6% | +18.0% | +10.2% |
| 30D | +6.1% | +2.2% | +4.0% | +5.5% |
| 3M | +26.8% | +32.3% | -5.5% | +18.3% |
| 6M | +2.5% | +19.1% | -16.7% | -2.8% |
| YTD | -8.2% | -6.5% | -1.7% | -8.8% |
| 1Y | +3.4% | -14.9% | +18.3% | +4.8% |
| All | +3.4% | -14.9% | +18.3% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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