-5.9%
DASH vs BHP
+107.1%
-113.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.8% |
| 7D | -2.8% | +3.8% | -6.6% | -3.9% |
| 30D | -9.3% | -6.5% | -2.8% | -7.2% |
| 3M | -15.1% | -8.5% | -6.5% | -12.7% |
| 6M | +8.7% | -2.2% | +10.9% | +8.0% |
| YTD | -21.3% | +40.0% | -61.3% | -32.4% |
| 1Y | -12.7% | +51.3% | -64.0% | -27.3% |
| 3Y | +103.8% | +56.5% | +47.2% | +62.6% |
| 5Y | -16.8% | +130.2% | -147.0% | -39.1% |
| All | -5.9% | +107.1% | -113.1% | -34.0% |
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