+40.8%
UBER vs DASH
+16.3%
+24.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | +1.8% |
| 7D | -3.9% | -10.6% | +6.7% | +0.9% |
| 30D | +11.1% | +2.2% | +9.0% | +10.0% |
| 3M | +4.9% | +32.3% | -27.4% | -7.8% |
| 6M | -1.2% | +19.1% | -20.3% | -9.7% |
| YTD | -7.3% | -6.5% | -0.8% | -6.4% |
| 1Y | -17.6% | -14.9% | -2.7% | -14.7% |
| 3Y | +61.1% | +151.9% | -90.9% | -1.6% |
| 5Y | +87.9% | +9.4% | +78.5% | +34.4% |
| All | +40.8% | +16.3% | +24.5% | -6.1% |
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