+25.8%
UNH vs DASH
-15.0%
+40.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.2% | +0.4% | -3.5% | -3.1% |
| 30D | +4.8% | -6.0% | +10.9% | +5.3% |
| 3M | -1.8% | -15.8% | +13.9% | -0.6% |
| 6M | +8.6% | +7.0% | +1.6% | +7.7% |
| YTD | +21.8% | -20.7% | +42.4% | +20.8% |
| 1Y | +25.8% | -8.5% | +34.4% | +25.8% |
| All | +25.8% | -15.0% | +40.8% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling