+27.9%
UBER vs DASH
-1.1%
+29.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.4% | +7.8% | +2.6% |
| 7D | +4.6% | +0.5% | +4.1% | +4.0% |
| 30D | -0.4% | -7.1% | +6.6% | +2.2% |
| 3M | +0.9% | -13.2% | +14.1% | +6.4% |
| 6M | -5.7% | +8.3% | -14.0% | -10.5% |
| YTD | -15.8% | -20.6% | +4.7% | -9.4% |
| 1Y | -25.8% | -24.4% | -1.4% | -19.5% |
| 3Y | +44.0% | +94.5% | -50.5% | -1.6% |
| 5Y | +45.8% | -9.4% | +55.2% | +12.1% |
| All | +27.9% | -1.1% | +29.0% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling