+32.3%
UBER vs DASH
-0.6%
+32.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.0% | +3.4% |
| 7D | +6.7% | -4.8% | +11.5% | +8.7% |
| 30D | -0.5% | -7.9% | +7.4% | +2.6% |
| 3M | -5.1% | -16.3% | +11.2% | +1.7% |
| 6M | -5.7% | +10.4% | -16.1% | -11.2% |
| YTD | -12.9% | -20.1% | +7.2% | -6.5% |
| 1Y | -22.6% | -11.4% | -11.2% | -20.9% |
| 3Y | +42.2% | +114.1% | -71.9% | -6.8% |
| 5Y | +56.4% | -5.8% | +62.1% | +18.9% |
| All | +32.3% | -0.6% | +32.9% | -6.2% |
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