+49.5%
UBER vs DASH
-9.9%
+59.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | +5.1% | +0.4% | +4.7% | +4.5% |
| 30D | +0.2% | -6.0% | +6.3% | +2.6% |
| 3M | -2.7% | -15.8% | +13.1% | +4.6% |
| 6M | -13.4% | +7.0% | -20.3% | -17.9% |
| YTD | -16.1% | -20.7% | +4.6% | -9.0% |
| 1Y | -25.5% | -8.5% | -17.0% | -25.1% |
| 3Y | +42.5% | +101.8% | -59.3% | -10.2% |
| All | +49.5% | -9.9% | +59.4% | +3.9% |
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