-9.5%
DASH vs BHP
+103.0%
-112.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.2% |
| 7D | -4.5% | -0.5% | -4.0% | -4.4% |
| 30D | -6.8% | -4.5% | -2.3% | -5.3% |
| 3M | -20.7% | -6.9% | -13.8% | -19.0% |
| 6M | +15.1% | -10.6% | +25.6% | +18.3% |
| YTD | -24.3% | +37.2% | -61.5% | -34.4% |
| 1Y | -12.1% | +48.0% | -60.2% | -26.2% |
| 3Y | +91.1% | +52.6% | +38.5% | +53.9% |
| 5Y | -30.3% | +116.5% | -146.7% | -48.2% |
| All | -9.5% | +103.0% | -112.4% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling