+11.7%
DASH vs BHP
+130.9%
-119.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.5% |
| 7D | -10.6% | -2.9% | -7.7% | -9.6% |
| 30D | +2.2% | +3.4% | -1.2% | +0.8% |
| 3M | +32.3% | +4.1% | +28.2% | +29.7% |
| 6M | +19.1% | +20.6% | -1.5% | +9.6% |
| YTD | -6.5% | +56.1% | -62.6% | -22.4% |
| 1Y | -14.9% | +69.6% | -84.5% | -31.8% |
| 3Y | +151.9% | +78.8% | +73.1% | +92.3% |
| 5Y | +9.4% | +113.1% | -103.6% | -20.5% |
| All | +11.7% | +130.9% | -119.1% | -24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling