+61.9%
UBER vs DASH
-18.7%
+80.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.8% |
| 7D | +5.2% | -2.8% | +7.9% | +6.3% |
| 30D | -2.0% | -9.3% | +7.2% | +2.1% |
| 3M | -10.2% | -15.1% | +4.8% | -3.7% |
| 6M | -7.2% | +8.7% | -15.9% | -12.7% |
| YTD | -14.3% | -21.3% | +7.0% | -6.6% |
| 1Y | -25.6% | -12.7% | -12.9% | -23.4% |
| 3Y | +35.8% | +103.8% | -68.0% | -16.0% |
| All | +61.9% | -18.7% | +80.6% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling