-14.9%
DASH vs BB
+105.3%
-120.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -10.6% | -5.6% | -4.9% | -9.9% |
| 30D | +2.2% | -11.8% | +14.0% | +3.6% |
| 3M | +32.3% | -25.5% | +57.8% | +36.8% |
| 6M | +19.1% | +121.3% | -102.1% | -8.5% |
| YTD | -6.5% | +103.2% | -109.7% | -26.7% |
| 1Y | -14.9% | +102.6% | -117.5% | -29.3% |
| All | -14.9% | +105.3% | -120.2% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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