+85.0%
UBER vs DASH
+8.6%
+76.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | +2.0% |
| 7D | -3.9% | -10.6% | +6.7% | +1.4% |
| 30D | +11.1% | +2.2% | +9.0% | +9.8% |
| 3M | +4.9% | +32.3% | -27.4% | -9.0% |
| 6M | -1.2% | +19.1% | -20.3% | -10.6% |
| YTD | -7.3% | -6.5% | -0.8% | -6.3% |
| 1Y | -17.6% | -14.9% | -2.7% | -14.5% |
| 3Y | +61.1% | +151.9% | -90.9% | -8.5% |
| All | +85.0% | +8.6% | +76.4% | +24.4% |
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