-14.9%
DASH vs BDX
+27.3%
-42.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.1% | -4.1% |
| 7D | -10.6% | -2.5% | -8.0% | -9.8% |
| 30D | +2.2% | +8.3% | -6.1% | -0.5% |
| 3M | +32.3% | +24.4% | +7.9% | +23.6% |
| 6M | +19.1% | +9.2% | +9.9% | +11.8% |
| YTD | -6.5% | +22.7% | -29.2% | -11.4% |
| 1Y | -14.9% | +25.9% | -40.8% | -17.8% |
| All | -14.9% | +27.3% | -42.2% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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