+29.6%
UBER vs DASH
-5.8%
+35.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +1.6% | -4.5% | +6.1% | +3.7% |
| 30D | +0.6% | -6.8% | +7.4% | +3.2% |
| 3M | -8.2% | -20.7% | +12.5% | +0.9% |
| 6M | -6.7% | +15.1% | -21.8% | -13.7% |
| YTD | -14.7% | -24.3% | +9.6% | -6.2% |
| 1Y | -24.1% | -12.1% | -11.9% | -22.1% |
| 3Y | +33.4% | +91.1% | -57.7% | -8.0% |
| 5Y | +54.5% | -30.3% | +84.7% | +28.6% |
| All | +29.6% | -5.8% | +35.3% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling