-21.6%
DASH vs BHP
+124.0%
-145.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | -10.2% | +2.4% | -12.6% | -11.0% |
| 30D | -8.2% | -5.4% | -2.9% | -6.3% |
| 3M | -15.9% | -6.9% | -9.1% | -14.0% |
| 6M | +13.3% | -4.3% | +17.6% | +13.6% |
| YTD | -21.3% | +41.6% | -62.9% | -34.1% |
| 1Y | -11.1% | +53.3% | -64.5% | -28.3% |
| 3Y | +103.8% | +58.4% | +45.4% | +56.1% |
| 5Y | -21.6% | +121.3% | -142.9% | -44.5% |
| All | -21.6% | +124.0% | -145.7% | -44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling